Overview
You can choose whether matter and client conflict searches are mandatory before creating or working on records. This is controlled by two global settings in DPSSQLConfig.
⚠️ Important
This is a global change – it applies to all users and cannot be limited to specific applications.
Only a supervisor or manager who can log in to DPSSQLConfig can make this change.
Change Mandatory Conflict Search Settings
Log in to the DPSSQLConfig application using a supervisor/manager account.
In the left-hand panel, go to the Company section.
Click Client Default/System settings.
Under the conflict search options, tick or untick as required:
Force matter conflict search
Force client conflict search
Tick = conflict search is mandatory.
Untick = conflict search is optional.
In the bottom-right corner, click Apply to save your changes.
The new settings take effect globally for all users.