How do I clean up my Client Database?
Multiple Client Records can be result for a single client when an operator doesnt Search for the Client, and instead selects New Client.
- Click Admin from the Menu Bar, expand Administrative and select 9. Client Manager.
- Select the Other Duplicates tab, and all the Duplicates will display to either Merge or Delete.
Filed under: Tech Tips
Like this post? Subscribe to my RSS feed and get loads more!