In AccountEdge, you can have customers, vendors, employees or personal contacts with the same name. If you enter ID numbers for your contacts, though, each contact must have a unique ID number.
If you choose Identify Records by Card ID when you import cards, you can either update existing cards with data from imported records that have the same Card ID, or you can reject the duplicate cards. The action taken depends upon your selection in the Duplicate Records field of the Import File window.
If you choose Identify Records by Card Co./Last Name when you import cards, you have three choices. You can:
or
The action taken depends upon your selection in the Duplicate Records field of the Import File window.
How AccountEdge handles first names
If the card you're importing is an individual -- that is, if Individual is selected in the Designation field of the Profile view of the Card Information window and the First Name field contains a name -- both the first name and the last name will be checked for duplicates. Cards will be updated, added or rejected if both the last name and the first name match a card already in your Card File.
If you choose to reject duplicate records (for either name or ID number), the record that's rejected will be placed in the Import Log report that is created at the time you import.