Page Comparison

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1. Open the Entities record for Persons or Companies and click the Plug-Ins tab.
   
   
2. Click the New icon in the sub-type toolbar to open a new Plug-Ins record.
3. Select Duplicate Check from the Plug In Type drop-down menu.
4. Enter the Object Repository location for the sample duplicate check object in the Object field.
   • For the Persons duplicate check object, enter CRM.AptifyPersonDupeCheck.
   • For the Companies duplicate check object, enter CRM.AptifyCompanyDupeCheck.
      
5. Enter the object's Assembly Name in the field provided.
   • For the Persons duplicate check object, enter AptifyPersonDupeCheck.
   • For the Companies duplicate check object, enter AptifyCompanyDupeCheck.
      
6. Enter the applicable Class Name in the field provided.
   • For the Persons duplicate check object, enter Aptify.Applications.CRM.PersonDupeCheck.
   • For the Companies duplicate check object, enter Aptify.Applications.CRM.CompanyDupeCheck.
     
     
7. Click OK to save and close the Plug-Ins record.
8. Save and close the Entities record.
9. Close and reopen Aptify.
10. Test the duplicate check object by attempting to save a new Persons or Companies record that has the same name as an existing record.
    
    

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