Brian Freytag
10/31/2019, 2:07 PMscottvonduhn
10/31/2019, 2:08 PMBrian Freytag
10/31/2019, 2:08 PMscottvonduhn
10/31/2019, 2:09 PMBrian Freytag
10/31/2019, 2:09 PMBrian Freytag
10/31/2019, 2:09 PMscottvonduhn
10/31/2019, 2:10 PMBrian Freytag
10/31/2019, 2:10 PMDamree Ilyaad
10/31/2019, 2:12 PMscottvonduhn
10/31/2019, 2:13 PMGregory Jones
10/31/2019, 2:13 PMmegha
10/31/2019, 2:15 PMRicardo
10/31/2019, 2:52 PMJohn Griffin
10/31/2019, 3:01 PMBrian
10/31/2019, 3:28 PMerictgrubaugh
10/31/2019, 3:33 PMSelect Fields
tab, any fields you mark as SEARCH
will be checked for duplicates/matching existing customer records instead of creating new oneserictgrubaugh
10/31/2019, 3:34 PMSet Up Workflow > Preferences
on the form as well, you can determine how the form detects the entities and what to do with duplicateserictgrubaugh
10/31/2019, 3:35 PMHANDLE DUPLICATE RECORDS
settingBrian
10/31/2019, 3:36 PMerictgrubaugh
10/31/2019, 3:38 PMerictgrubaugh
10/31/2019, 3:40 PMerictgrubaugh
10/31/2019, 3:42 PMMarygolds3
10/31/2019, 3:51 PMMarygolds3
10/31/2019, 3:51 PMBrian
10/31/2019, 3:53 PMJames Morris
10/31/2019, 3:54 PMerictgrubaugh
10/31/2019, 3:54 PMerictgrubaugh
10/31/2019, 3:55 PMJames Morris
10/31/2019, 3:58 PMJames Morris
10/31/2019, 3:59 PM