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Checking for Duplicates
As you're adding new clients, there's always the possibility you may enter a client twice. To protect against that, Stratus has four possible duplicate checks you can set up.
To set up the duplicate check, go to Maintenance > Preferences > Company Preferences > Client Tab.
In the “Client Duplicate Check Options” section, select as many duplicate checks as you want Stratus to use when new clients are being entered.
If you enter a new client and any of these fields exactly match another client in the database, Stratus will give you a duplicate client warning message.
If you enter a new client and one of the duplicate checks you’re using matches an existing clients, you will receive a message window and a warning icon will appear next to the duplicate field.
Double-click the warning icon to view the existing client who has the same information.
Check the other client information to see if it is a duplicate. If it is, click OK and then exit the new client record without saving it. If it is not a duplicate, click OK and continue entering the client information.