Introducing the Customer Entry Screen
We've added a great new feature that makes it easier than ever to enter a new Customer and cut down on duplicates: the Customer Entry screen.
Now, any time you add a customer, ProMax will first take you to the Customer Entry screen. On this screen, you can enter as many pieces of information as you have and click on "Check For Duplicates".
ProMax searches by exact First Name-Last Name combo, then each of the unique data fields (Social Security Number, Driver's License Number, and Email Address), and Phone looking for matches.
If all of the unique data on the customer (Social Security Number, Driver's License Number, and Email Address) matches exactly, you will proceed to the requested screen with this (existing) customer.
If no matching records are found, a new customer is created and you are taken to the screen you were originally going to.
If one or more records are found with some matching information, we display the matching records in order most likely match and highlight the matching information. From here you can select one of the matches, Merge Customers, or Create New Customer before proceeding to your destination screen.