POST https://api.plannrcrm.com /api/v1/account/check-duplicates https://api.plannrcrm.com

Check for potential duplicate clients before creation.

Matches firm-scoped clients on exact first name, last name and date of birth. Records the authenticated user cannot view are returned with redacted names so the UI can surface a privacy-safe warning without leaking personal data.

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Body

  • string Required
  • string Required
  • string(date) Required
POST /api/v1/account/check-duplicates 
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Request URL

https://apidocs.plannrcrm.com/explorer/operation/operation-postapiv1accountcheckduplicates

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