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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
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User_550RU Newbie

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  • Yes, we were told to uncheck that "Allow Override" box on the customer record section of the Auto-Numbering setup, however, we aren't 100% sure that has fixed the issue since we did find a duplicate customer number after we unchecked that box. Although, now that I think about it, that duplicate we found after we unchecked…
    in Prevention of Duplicate Customer IDs Comment by User_550RU Apr 19, 2022 1:07AM
  • Thank you so much!! We have looked into all of the things you recommended and it seems like we are set up correctly with the online marketing forms (with the workflow preferences) and with all of the other duplicate detection settings. I wonder if our issue is that we had someone manually "re-numbering" some of the…
    in Prevention of Duplicate Customer IDs Comment by User_550RU Apr 18, 2022 7:53PM