If your location has the Borrower Duplication Alert enabled, Horizon will either automatically check for duplicates when you save the record or let you manually use the Check For Duplicates option in the Edit: New Borrower window.
To verify automatically flagged duplicate borrowers
1 | Add a new borrower record. See Copying a Borrower Record. |
When you save the new record, Horizon checks to see if any other borrower records match the new record. If another record matches the criteria specified in the Borrower Duplication Alert, the Duplicate Borrowers window opens.
This window lists the borrowers that match the duplication criteria specified in the Borrower Duplication Alert selected for your location.
2 | To view the details of a borrower in the list, select the borrower, then choose Review Duplicate. |
The Edit: Borrower window opens.
You can view the details of the borrower record, but you cannot make changes to the record.
3 | Determine whether the borrower in this record is the same as the borrower for whom you are creating the new record. |
4 | When you have finished, close the borrower record. |
5 | Do one of the following: |
• | If the new borrower record is a duplicate of an existing record, close the Duplicate Borrowers window, then either close the Edit: New Borrower window without saving or edit the record so it does not match the duplicate record. |
• | To save the new record that matches the existing record, choose Save Anyway . |
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