How to Create New Entity
On the user's menu panel, open an Entity menu (i.e Users, Vendors, Customers, etc)
On Entity search screen, click New button
Enter details on Name, Contact, Location, Phone, Email, Address, Organization, and LOB
Click Find Duplicates toolbar button
Duplicate Entities screen will show, displaying a list of possible duplicate entities
The user can opt to merge or continue to create the entity by clicking the Add button
Complete the required fields and save
On the user's menu panel, open an Entity menu (i.e Users, Vendors, Customers, etc)
On Entity search screen, click New button
Enter details on Name, Contact, Email, Zip/Postal, Country, Phone and Address
Click Add toolbar button
If there are existing entities that matches any of the fields entered, this message will pop up
Clicking OK will display the Duplicate Entities screen with the entities matching the setup
If there are no existing entities that matches the entry, Entity screen will open with the supplied information
On the user's menu panel, open an Entity menu (i.e Users, Vendors, Customers, etc)
On Entity search screen, click New button
Enter details on Name, Contact, Email, Phone, Address, Zip/Postal
Click Add toolbar button
If there are existing entities that matches any of the fields entered, this message will pop up
Clicking OK will display the Duplicate Entities screen with the entities matching the setup
If there are no existing entities that matches the entry, Entity screen will open with the supplied information
