Suggested Ways to Avoid Creating Duplicate Manager Accounts

Duplicate firms are created on the DiligenceVault platform as users from the requestor firms create a new account to send project requests, instead of reusing our database of existing firms and domain matching function to find the firm.

Creating duplicate accounts can result in miscommunication, and delays in the project requests reaching the right person which eventually delays the completion date. 

Best case practices to avoid creating duplicates: 

1. When creating a firm from ‘Manager’ >> ‘Firms’, type the complete domain first. DiligenceVault will show all matching firms for a given domain or a name entered. There will also be an indication of the type of the firm in the list of matching firms.
2. For each firm, you will see 
   1. “View Firm” button if it already exists in your portfolio.
   2. “Add to Portfolio” button for all others, so you can quickly add that to your portfolio.

3. If the first step does not get you any matching results, try searching for the firm name as well and wait for the system to search it across our database. 
4. Only create a NEW firm if this step also does not display the firm that you want to add.