SAM allows users to add Alerts to records to bring attention to a client's record. Duplicate Alerts are added when information across multiple records is identified as the same.
Add/Edit/Delete an Alert
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In SAM, open a client record > click Advanced Options (sidebar) > Add Alert > set Alert Type, color, and desired details > Save To edit, click the Alert > click kebab menu ( To delete, click the Alert > click kebab menu ( |
A user's Permission must allow ability to delete the Main Entity (example: Delete Child) to delete Alerts.
Use Custom Alert Type to notify users of important information for a record.
Manage Alert Type/Title
You can create a new alert to the Alert Type/Title drop-down list for commonly used alerts.
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In SAM, click Settings (gear icon) > Lists > click Alert Type/Title |
Duplicate Alerts
Duplicate Alerts allow users to detect a duplicate entry in SAM based on Name, Email, or Phone Number.
Duplicate Alert at Data Entry
When a user is entering a new record and a suspected duplicate is identified by name, phone number, or email, SAM will provide a Duplicate Warning and link to view the suspected duplicate record.
Duplicate Alert Shown on Cover Pages
When at least two records have the same data entry for Name, Phone, or Email, SAM will add a Duplicate Alert to the top of the record's Cover Page.
Duplicate Alert Reports
Duplicate Records Reports allow users to view all the records with Duplicate Alerts. These can be found from Settings (gear icon) > All Entity Report > Open Report (sidebar).
Manage Duplicate Alert
To manage records that have a Duplicate Alert, users can:
- Leave it alone
- Disable the Alert
- Merge Records
Disable Duplicate Alert
When the records are in fact separate entities, users can disable the alert.
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In SAM, open client record with duplicate alert > click dropdown arrow at end of alert > click the delete button (trash can icon) > click OK |
Merge Duplicate Records
Merging records allows users to combine two records into a single record.
Users should identify the Merge From record and Merge To record.
- Merge From - record that will be deleted and data moved over (some data lost) to the other record
- Merge To - record that will be kept
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Identify the Merge To record. In SAM, open the duplicate record > click Advanced Options (sidebar) > Merge Record > find name of duplicate in Merge To field or enter the Entity ID > confirm the Merge You will now have a single record with additional cases and other sub-record. |
Merging records moves sub-records tracked on Merge From record to the Merge To record, such as Cases and Communications, and deletes the "Merge From" record.
Case Number will be set automatically. This field can be updated if incorrect, see Case Number in our Cases guide.
SAM will maintain values for data on the Merge FROM (and Delete) record over to the Merge TO record when the Merge TO record is blank, so users do not need to copy/paste. This is specific to the Main Entity table. Should a value be entered for a field on both records, SAM will not update the field on the Merge TO record, so be sure to review the data and copy/paste what you want to preserve.
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