Account Creation 2018-09-11T14:47:54+00:00

Account Creation: Perform a duplicate check before creating an account

Avoid duplicate records being created with an intelligent account creation process.

What is Account Creation?

The account creation iPart is similar to the standard contact account creator iPart, with the addition of duplicate record matching.
The configuration area allows you to define the rules for what is considered a duplicate giving total control of the rules.
If you are logged in as a staff member when creating an account, it will show you a list of duplicate records that you can choose from.

  • Easy to implement: Place the iPart on the staff site or on your public website

    • SQL can be used to configure your duplicate match rules
    • Choose which fields to show or hide
    • Get a list of possible duplicates if logged in as a staff member
  • Minimise the number of  duplicate records with an intelligent account creation process.

  • Account creation rules to deal with every scenario

    • If you enter contact details and then a valid username and password you will be logged in
    • If you enter contact details that match a potential duplicate, but don’t enter the correct login details, then a message will be displayed that an account already exists.
    • If you are logged in as a staff member and creating an account, potential duplicates will be listed
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