Contact Duplicate Check

Date: Oct. 7, 2014    Categories: forms

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Check for Duplicates when Adding a Contact

Perform these step for every Time Matters user. You don't have to go to each user's computer. Just select the User's userid (typically 3 initials) in User Level Setup and then follow steps 2 through 4.

To set your user account in Time Matters to check for an existing duplicate contact when adding a ndw contact:

  1. Go to: Main Menu | File | Setup | General | User Level | Forms
  2. Choose Contact from the drop-down
  3. Click Set Form Options
  4. Check the box: Perform Duplicate Check when Adding New Contact