e-automate Ideas Portal

Duplicate customer name - drop down on Quick Search - Case: 04065349

Please add in drop down menu the "Duplicate customers name" in Quick search. This aids in data clean up before sync to Connectwise. I am already familiar with duplicate contacts but it does not help with duplicate customer name. Can a report for duplicate customer name be available in E-views or in Front end that can be exported?

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  • Jul 3 2025
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