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Addressing Potential Duplicate Records

If a user attempts to save a record that Aptify has identified as a potential duplicate for one or more existing records, a message appears on-screen.

Multiple -Potential -Duplicates Detected -Message
Choose one of the following options when this message appears:

  • Click Cancel Save to return to the new record without saving.
  • Click Save Record to save the new record without first reviewing the records that Aptify has identified as potential matches.
  • Click View Duplicates to see the duplicate record(s).
    • If Aptify detected that the new record is a duplicate of one existing record, Aptify opens that record in a second form when you click View Duplicates.

      Note About the Web Interface

      You can also see the duplicate record(s) in the Web Interface by clicking the View Duplicates button.

If Aptify detected that the new record is a duplicate of multiple existing records, a new window appears that displays a view of the matching records when you click View Duplicates.

Matching Records View

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