Merging Client Profiles

This page guides you through the process of merging client records

These are the topics in this page

Introduction

There will always be occasions when multiple records for the same client exist, whether that be the same or different names. Within the Brevity web system there is a function that allows the system administrator to merge duplicate records.

The process of merging client records requires you to nominate a parent into which the other records will be merged. Once the sibling records data has been processed into the parent those records are set as inactive.

Merging client profiles is undertaken through the Client list page.

Merging Client Records

To merge two or more client records observe the following steps:

Select the Clients>clients sub-menu to open the Client list page within the Browser.
Search for the clients records that are to be merged by inputting the client name into the search field. Records matching the search criteria will be presented within the client list.
To select the clients within the list that are to be merged, press the CTRL key on your keyboard and select the relevant records.
Click the Duplicate Merge button located within the ribbon bar to open the “Please select the parent record in which you have to merge other records” page within the browser.
Select the Parent Record.
Select the MERGE button.
A pop-up message will be presented, select the OK button to proceed.
Data contained within the sibling records will be migrated into the parent, sibling records will have their activity status set to INACTIVE.