Name of Feature/Request: Check for Duplicates on Customer Locations
What financial, time savings, or quality of life improvements will occur from this: To add a “Check for Duplicates” checkbox when adding a new Customer Location, just as we have one for creating new Customer/Vendors. | Frequency: The concern occurs daily and duplicates could be added by any team member at any time. | The details are simple: It will help to keep the data ‘clean’ and allow for a clean map for our team members to locate service partners
Attempted Solutions So Far: We have not attempted a work-around, but could we create a report that checks for any Subcontractor duplicates? If we had a report that was generated automatically each week, I could assign a team member to eliminate duplicate locations each week
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Is there a way to make it impossible for anyone to add a duplicate location to a Subcontractor record? | Previously accomplished: We do not have a strategy in place right now to accomplish removing duplicate locations
StrivenID: 4912975