• Home

ClinicSoftware.com Knowledge Base ClinicSoftware.com Knowledge Base

ClinicSoftware.com Knowledge Base

  • HOW IT WORKS
    • Software Features
    • Marketing Features
    • Online Booking
    • Paperless Features
    • Photo And Draw Features
    • Tracking Features
    • Sell Cycle Features
    • Fully Responsive Features
    • Business Reports Features
    • Automated Features
    • Reminders Features
    • Apps Features
    • Multi Location Features
    • Add-Ons
  • WHO IT’S FOR
  • MARKETING
  • MORE
    • Support
    • Find-Us
    • Migrate To ClinicSoftware
    • How We Provide Training
    • Partner With Us
    • Academy
    • Support Chat
    • Blog
    • Editions
    • ClinicSoftware.com TV
    • GDPR
    • ICD-10 Database
    • PCI-DSS Compliant
    • Cloud Hosting
    • Latest UK Shows
    • UK Press
  • Modern Edition
  • CLOSE / RETURN TO SOFTWARE
Home Knowledge Base 9.2.1 CLIENTS MERGE CLIENTS

MERGE CLIENTS

25th March 2020 Posted in: 9.2.1 CLIENTS Hits: 7

From this page you can merge client accounts.

To access this page press the “Edit” (1) button from the client  profile and than press “Merge Clients” (2).

The system will automatically find duplicate accounts that contain the same email address and display them in the “Select Account” drop box.

If you wish to specify the secondary client account manually, enter the account ID in the “Enter ID” field and press the “Find Account by ID” button, the secondary account details will load in the bottom half of the page.

Complete the merger by pressing the “Merge Client Accounts” button from the bottom of the page.

Please allow from some time for this operation to complete and do not leave this page during the operation. When the accounts are merged the activity of the secondary account is moved to the primary account and the secondary account is deleted.

Only the staff with manager rights can perform this operation.

A login window will open asking you to confirm your credentials.

 

Knowledge Base Related

  • ACTIVITY
  • BRAINTREE
  • CLIENT APPOINTMENTS
  • CLIENT BALANCE
  • CLIENT DRINKS HISTORY
  • CLIENT PROFILE
  • CLINIC NOTES
  • DELETING A CLIENT ACCOUNT (CLIENT PROFILE)
  • DIAGNOSIS
  • DIRECT DEBIT

© 2017 ClinicSoftware.com