Check for Duplicate Companies

Check for Duplicate Companies option gives you the opportunity to check, when you are creating and editing an item, whether or not the item already exists in eWay-CRM. The control is set to EIN / ID field, if that field is empty, the duplicate check will not be processed.

Double-clicking Check for Duplicate Companies in the list will bring up the Global Setting card.

Fields on the Global Setting Detail

The field is intended for entering the adjustment value. Setting allows you three options of checking:

  • No Duplicity Check - no duplicity check is proceeded.
  • Check by Identification Number - when you save a company into the system, the comparison of IEIN / ID field in the Company window with other items in the system will be made. If the same identification number is found, your item will not be saved, but the system will offer you to open already existed item which you will be able to check or update.
  • Check by VAT Number - when you save a company into the system, the comparison of VAT field in the Company window with other items in the system will be made. If the same VAT number is found, your item will not be saved, but the system will offer you to open already existed item which you will be able to check or update.

 

Clicking OK in the lower part of the Global Setting card saves changes and closes the card. If you wish to close the global settings card without saving any changes, click Cancel.