PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Clients > Client How To's > Handling Duplicate Clients
Handling Duplicate Clients

As you add new clients to your database, there's always the possibility you may enter a client twice. To protect against that, the software has four possible duplicate checks so you can verify that the client you're entering is not a duplicate.

Setting the Duplicate Check

  1. To set up the duplicate check, go to Maintenance > Preferences > Company (Studio) Preferences > Client Tab.

  2. In the Client Duplicate Check Options, select as many duplicate checks as you want the software to use when new clients are added to your database:

    • Check client last name and city

    • Check client phone numbers

    • Check client first and last name

    • Check client address line 1 and city

    • Check client email

  1. If you enter a new client and any of these fields match exactly with another client in the database, the software will give you a duplicate client warning message.

Checking for Duplicate Clients

  1. If you enter a new client and one of the duplicate checks you’re using matches one of your existing clients, you will receive a message window.

  1. Click Ok and a warning icon will appear next to the Home Phone field.

  1. Double-click the warning icon and you will view the existing client who has the same phone number.

  1. Check the client information to make sure that it is not a duplicate client. If it is a duplicate, close out with the red X and do not save the new record. If it is not a duplicate, click Close and continue through the New Client Wizard.



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