- Before creating a new Client Record, always search first to ensure they are not already in the database. How?
- Should Client be added twice, their records can be Merged
- On the Search Client form there is a Merge button on the sidebar
- Search for the duplicated records and highlight both (CTRL+A)
- Select Merge on the sidebar
- You will be prompted to enter the Client ID of the record you wish to keep
- Select OK
- There is the prompt to confirm the Client ID you are merging into and a warning that this cannot be undone
- Select OK
- Select OK