Possible Duplicate Customers Found

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If you have the Customer Duplicate Checking enabled, then you may see this dialog appear after entering a reservation for a new customer.  This will show any previously entered customers that match the criteria selected in the settings (Maintenance / Program Options / Reservations / Duplicate Customer Checking).

 

Most customers fields are shown in the list so you can try to determine if it really is a duplicate (or you can View Customer Details to dig further, such as checking its reservation history). If any of the customers have the Warning flag set, they will be shown in red.  You have three choices at this point:

 

Continue As-Is -- If you don't see one that's really a duplicate, click this button to keep the customer information you entered for the reservation (added as a new customer).

 

Use Selected Customer -- If you see one that's definitely the same customer, select that customer and click this button.  Note that if you see some information that needs to be updates, you can also click View Customer Details to enter the changes first, Save that, then click this button to use the previous (and updated) customer.  

 

Cancel the Reservation -- If you see that it's a customer entered before that you don't want to have as a guest again, here's your chance to just cancel the reservation without saving the information entered.

 

Note that if you choose to use a selected customer or cancel the reservation, you will be prompted for whether or not to abandon/delete the customer information you entered.  Most likely you want to answer Yes, to avoid having the duplicate in the system.

 

 


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