Duplicate Warning, a new safeguard in CBA
Product Announcement
Feature
Duplicate Warning
In CBA, keeping your records clean is central to accurate coverage and reporting. Today we're announcing Duplicate Warning, a new feature designed to help your team prevent duplicate records before they happen.
When a user adds a contractor, unit, or driver, CBA now automatically checks for likely matches within the same group of accounts. If a potential duplicate is found, the…