To further streamline the creation of a Customer and to tell your instance of SecurityTrax how to handle duplicate Customers follow these steps:
- Click on the Administration tab
- Click on Global Settings under the System section
- Click on Form Defaults located directly under the tabs
- Using the drop down menus and checkboxes in the Customer Defaults section identify which values you want to show up as the default setting when a Lead is converted or a new Customer is being created.
- Using the checkboxes in the Duplicate Customer Defaults section identify which piece(s) of Customer information from Personal Information, Sale Information, Installation & Equipment Information, and Contacts that you want your instance of SecurityTrax to look for before saving a new Customer to avoid creating duplicates.
- Click Save
When creating a new Customer and duplicate information is found, SecurityTrax will warn you that a potential duplicate Customer may already exist using the parameters you set here. You'll then be given the option to cancel the new Customer creation OR override the warning and save as a new Customer.