How to Merge duplicates

Merge duplicate clients

Merge Clients

  • This feature allows you to merge one client with another client and send all the data to another client too.
  • The things that merged along with clients, here is the list of things
 
  1. Media
  1. Procedures
  1. Notes and Files
  1. Letter of Consents
  1. Booking Records (ongoing, past and future, all)
  1. Send Information (It will only transfer the records, it won’t send the emails related to it)
  1. Questionnaires: here all the pdf will be transferred.
  1. All the log-files will be transferred
 
  • Only two clients are selected for merge.
 
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Notion image
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