Champ Software Sales Force Portal for Aha

Name Alert – Duplicate, sounds the same, etc

Can you create a name alert that would alert users when you have individuals in the system that have the same names, similar names, same birthdays, etc.
  • Champ Ideas
  • Jul 17 2017
  • Future consideration
  • Champ Ideas commented
    August 07, 2017 15:40

    Today there is a message at the top AFTER the client is saved saying that a client record with the same name exists. This is too late. The user should be warned before saving the new record that there is a potential duplicate.

  • Champ Ideas commented
    August 23, 2017 02:55

    Would like a warning to appear on screen when creating a client with a duplicate name like it does for client number. The warning would contain the case status of all the duplicate named clients.