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TheraNest Ideas Portal
Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Apr 22, 2021

Alert me when a duplicate client is created

Alert me if I create a duplicate client.
App Type TheraNest App
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  • Guest
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    Jul 29, 2022
    Alert is there if the name is exact, but we recently had a duplicate client recreated where the name was input slightly differently, but it could have been caught by email address or phone number if that functionality existed.