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Status Planned for future release
Categories Base Platform
Created by Guest
Created on Mar 20, 2025

Warning message for when the dates in the account are already registered

This would consist in a warning message before letting users to save records if the date selected is the same or partially the same as records already in that account. This measure will enable users an easy reminder that in most case scenarios, they should not duplicate data when entering information manually. It would benefit the user experience as it would reduce the time spent looking for duplicate information in huge organizations. 

Idea priority Urgent
Needed By Yesterday (Let's go already!)
  • Admin
    Yas Karunatilake
    Aug 19, 2025

    We are finalizing the solution for this request but expect that it will be implemented as an account style option which would be enabled by default but can be turned off for certain account styles (e.g., event-based account styles where multiple records for the same period are normal). If the option is enabled we expect to present this to the user as an account style alert similar to threshold or variance alerts, which acts as a warning only but doesn't prevent records being saved.
    There are some complexities we are working through for how to manage these alerts when related records are edited. Pending these items, we are targeting a release by the end of the year.

  • Guest
    May 29, 2025

    Could you please provide more details on how this new functionality will work and when exactly it will be available? 

  • Admin
    Yas Karunatilake
    May 21, 2025

    Thank you for raising this idea. We are working on a new experience for manually capturing data and have considered this enhancement request in our requirements. We expect this experience to be available for preview in 2H 2025.