Safer customer matching when quotes are accepted

What changed

When a customer accepts a quote on the quote page, the ID number they enter is not enough on its own to link them to an existing customer record; the email or phone must match too. If it does not, the existing record is not changed, the record is flagged as a possible duplicate and a warning is added to the customer history. This reduces the risk of one person’s details being written to the wrong customer record.

Who it is for

Plans: Starter and above. For all users.

How to use it

No setting is needed. Review records flagged as possible duplicates in the customer history.