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
- Media
- Procedures
- Notes and Files
- Letter of Consents
- Booking Records (ongoing, past and future, all)
- Send Information (It will only transfer the records, it won’t send the emails related to it)
- Questionnaires: here all the pdf will be transferred.
- All the log-files will be transferred
- Only two clients are selected for merge.
Did this answer your question?
😞
😐
🤩