How AccountEdge handles first names when checking for duplicates


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.