1.    Select a configuration from the Saved Configuration drop-down list.

2.    The Configuration Details group box shows which data columns the configuration will use when searching for duplicates, whether the columns will be compared with an AND or an OR, and how many characters of each column will be used. It also shows any additional options that have been selected for the configuration.

3.    The Defined as Default For group box shows which objects will use the selected configuration. Each configuration can be assigned to one or more objects within J1 Desktop. These objects include Users, Groups, Modules, and the System.

4.    The *DEFAULT configuration is supplied by default in version 2.9 and is associated with the System and each module in J1 Desktop. It will use only the First Name and Last Name data columns in order to simulate the pre-version 2.9 Duplicate Name Search window's functionality.

5.    This configuration can be modified, additional configurations can be created, and the configurations can be assigned to various objects within J1 Desktop to allow for greater flexibility.

1.    Click on the Create Configuration button on the Manage Duplicate Name Search Configurations window.

2.    The Edit Duplicate Name Search Configuration window opens.

3.    Enter the name and description of the new configuration.

4.    Enter Search Conditions.

5.    Select Additional Options.

6.    Save the new configuration. It will be available in the Saved Configurations drop-down list box on the Manage Duplicate Name Search Configurations window, and the specified settings will be displayed in a read-only view in the Configuration Details group box.

 

1.    Select the appropriate configuration from the Saved Configuration drop-down list.

2.    Click the Edit Configuration button on the Manage Duplicate Name Search Configurations window.

3.    The Edit Duplicate Name Search Configuration window opens.

4.    Edit the necessary values.

5.    Save.

6.    The saved settings are reflected in the Configuration Details group box.

 

1.    Select the configuration that you want to copy from the Saved Configuration drop-down list.

2.    Click the Copy Configuration button on the Manage Duplicate Name Search Configurations window.

3.    The Edit Duplicate Name Search Configuration window opens and displays all of the settings defined for the copied configuration.

4.    Enter a new configuration name and description.

5.    Edit the necessary values.

6.    Save.

7.    The Manage Duplicate Name Search Configurations window is refreshed to show the new configuration and its settings.

 

Any configuration except the *DEFAULT configuration can be deleted.

1.    Select the configuration that you want to delete from the Saved Configuration drop-down list.

2.    Click the Delete Configuration button on the Manage Duplicate Name Search Configurations window.

3.    At the confirmation prompt, click No to leave the configuration as it is or click Yes to delete the configuration and remove any assignments to a User, Group, Module, or System.

 

1.    Click the Set Object Priorities button.

2.    The Object Priority Definition window opens.

3.    Select an object in the Object List box and click the Move Up button to move the object higher in the priority list or the Move Down button to move the object lower in the priority list.

4.    Click OK to save changes or Cancel to cancel any changes.

 

1.    Select the object in the Defined as Default For list box.

2.    Click the Delete button at the bottom of the list box.

3.    Click Yes to continue with the deletion of the object association or No to leave the object association as is.