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When entering a new account, aim to avoid creating duplicate records.

  1. Click on Check For Duplicates Check for duplicates next to the name field to get a list of all similar existing account names.
  2. If the name already exists, select that account with a double click on  Apply and confirm the message by clicking Close.
  3. If the name is not on the list, close the results window by clicking on  Abbrechen Overlay in the top right-hand corner of the window and go on to create a new account.