Overview
The Merge Clients feature is used in rare situations where duplicate client charts exist in the system. For example, the same client may have been entered twice under slightly different names. This tool allows you to safely combine both records into a single, unified chart, preserving important data and avoiding fragmentation of client history
Required Permissions and Prerequisites
- This article is in reference to our Desktop application
- Please assign the Create, Modify, View, and Delete permissions for the following rule(s):
- Client Merge Two Clients
Step-by-Step Instructions
Step 1: Navigating to Merge Two Clients
From the top navigation menu, go to:
Clients > Merge Two Clients
Step 2: Merging Instructions
Select the chart you want to merge in the first dropdown, and the chart you want to keep in the second dropdown. These two client charts will be merged after clicking Merge. You can opt to delete or inactivate the original client chart.
A message will appear asking if you wish to proceed with the merge. Click Yes.
Another message will appear stating that the merge was successful. Click OK.