Confirm the conflict check

The Conflict Check Results screen prompts you to confirm that the client has passed the conflict check satisfactorily. You will be presented with this screen for each contact.

To confirm the conflict check:

1. In the Conflict Check Results screen, set Did the client pass the conflict check? to Yes.

Fig. Perform Conflict Check - Conflict Check Results screen



• If you choose No, then a client cannot be created (as the conflict check has failed) and you will be advised to seek advice from your supervisor or manager.
2. (Optional) In Additional notes, add any further comments.
3. Click Next to continue. At this stage, once all contacts have passed the conflict check, a message will be displayed confirming that the contacts have successfully passed the conflict check and that they will now be upgraded to clients.
• If you leave Did the client pass the conflict check? as Not Set, then you cannot proceed. A message will be displayed advising you to make a valid selection.
• If you have entered multiple contacts, then you will be prompted to conflict check and confirm each one.

Fig. Conflict Check Passed - Help Text screen



4. Click Next to upgrade the contacts to clients. This will happen automatically in the background and, once complete, the Client Details screen will open for each one.
• If you specified that you would like to attach a referrer, then you will be prompted to do that next.

Note

• The Conflict check run by and Date of conflict check fields are read-only, displayed for information purposes.