Merging clients

Duplicates happen!

Sometimes you may inadvertently create multiple versions of the same client, other times they may be automatically created by the Email Manager, the Active Directory synchronization, or via the API etc.   When this occurs, you may wish to merge the clients together into just one.  This is achieved via the client merge tool.

Note!  Merging clients/staff is a permission-based feature that must be granted to each staff member that requires this ability.  See Application Security Roles

What happens to merged data?

When you merge 2 or more clients together into just one "master" client, all of the historical data is transferred from the duplicates into the master.  This includes job history, any links (assets, sites etc) as well as any personal information and contact details.  Quite often, the duplicate clients will have different data for each of the different data fields that HelpMaster supports (phone, email, web, etc).  Where there is a conflict between the master client and the duplicates, the client merge tool will appear to assist you to resolve these differences and make your selection.

Once a client has been merged into the "master", the duplicate client is completely and irrecoverably purged from the database.

Use

1. From the client search screen, perform a search that will display the duplicate client names.
2. Select each of the clients
3. Right click the "master" client (ie. the client that you want all the others to be merged into), and select "Merge selected clients" from the pop-up menu
   
   
   
   
4. The Merge Client screen will appear
   
   
   
5. The client merge screen will display all of the differences between each of the clients. 
6. Double-click on the column / row of information that is the correct version