Duplicate Searching
It is easy for correspondence to be logged twice by accident. For example, a letter that was both faxed and mailed to your office may accidentally be logged twice. CLIFF helps to eliminate this problem.
When you create a new Log CLIFF automatically searches for any Logs with the same Last Name, first letter of First Name, and Date Written. If there is a Company Name entered instead of the Last Name, CLIFF uses the Company Name for the search. If CLIFF finds any matching Logs, the search criteria used and the result of the search, is displayed at the bottom of the Log. You may view the found Logs by clicking on their Log ID to verify if they actually are duplicates.
The search interface used by Duplicate Checking is the same as Search by History. All features of the Search for History interface are also available for duplicate searching.
Note:If you use the Include function, the information will not appear in the Log Notes until the Log is saved.
To disable Duplicate Checking
To Skip Duplicate Checking for a Log
- Click the Dup Search checkbox in the Log Toolbar.
To Automatically Skip Duplicate Checking
- If you want to automatically disable Duplicate Checking for specific Last Names, for example 'UNKNOWN', then add the Last Names to the Duplicate Searching table.