How do you handle two clients with the same name?
SingleOps won't let us have two clients with the exact same name. Right now, we add extra spaces between the first and last name to create a new client file. For example:
A new client named John Smith reaches out. We already have a John Smith in the system. In order to have both, we type John __ Smith.
Does anyone have a better way?
Is anyone using the Customer Portal form for leads and runs into this?