As well as the automatic conflict check that runs when you add a client or contact to the system, you can also run a static conflict check, as the need arises, by filling in details to be checked on Conflict Check.
After running the static conflict check, you have the option to use the details you entered as the basis for creating a new record. The static conflict check is therefore an ideal tool for those manning reception to use to check for conflicts prior to making an appointment.
You can also run a conflict check for a contact that already exists on ALB, from the Actions menu of Service Contact Details or General Contact Details.
To run a static conflict check:
On the Tools menu, click Static Conflict Check.
On Conflict Check, click the tab that relates to the details you want to check for conflicts. Enter the details on that tab.
Enter the details on any further tabs as necessary.
On Conflict Check Actions menu, click Conflict Check. Any possible conflicts are displayed on Possible Duplicates and/or Conflicts Found.
When you have finished checking the possible conflicts and are satisfied there is no actual conflict, click OK. Possible Duplicates and/or Conflicts Found closes.
If you want to create a new record for the details you checked for conflicts, click the Actions menu to select from:
Add as Client
Add as Service
Add as Service Contact
Add as General Contact
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