Duplicate Files for the Same Organization
Is there some way to either prevent people from going in and just creating a new account without first getting either an access code from us, or some other failsafe way. If this cannot be done, can a notification be sent to us when someone does create a new account. We have instructions on the login page, but apparently not a lot of people read it or they think it doesn’t apply to them.
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Christy Fuller commented
I agree, could you run a duplicate check on the EIN number, this way they would know the organization is already in there. If they use a different email it doesn't come up as a duplicate.
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Christy Fuller commented
I agree, the only way it comes up with a duplicate record is if they use the same email address. I have lots of organizations that will create a new account under a new email not knowing that they already have one so I end up with duplicates that need to be merged. Could you do a duplicate check on the EIN number or Organization Name?