a) Global Setting, Form Defaults


Expanded Setup Guide

To further streamline the creation of a Customer and to tell your instance of SecurityTrax how to handle duplicate Customers follow these steps:

When creating a new Customer and duplicate information is found, SecurityTrax will warn you that a potential duplicate Customer may already exist using the parameters you set here. You'll then be given the option to cancel the new Customer creation OR override the warning and save as a new Customer.