Duplicate record checking

iMIS checks for duplicate records using a formula that combines different parts of the customer's record to make a key. The formula that comes with iMIS is usually precise enough to catch duplicates, but in some situations, your administrator may need to customize (see Formula for checking for duplicate records) the formula.

If iMIS detects one or more possible duplicate records, it will show a list of the possible matches and then gives you the choice of either continuing to add the record or canceling the addition.