Contact Management > Setup > Contacts > Contact Management Setup

Contact Management Setup

You use this program to configure preferences applicable when maintaining contact information within the Contact Maintenance program (Options->Preferences).

General

Field Description
Show the name details window if the contact name contains two or more names Select this if you want to display the Contact Management Name Details screen when you enter two or more names in the Contact field.
Warn if similar name exists This option is not available in the current version of the software.

Duplicates

Field Description
Prevent duplicates Define options for duplicate information entered in the Contact Management System.
Display warning Select this if you only want to display a warning message when duplicate information is entered according to your selections at the Duplicate options fields.
Duplicate options Prevent the capture of duplicate entries against the selected fields.