Sometimes duplicate clients can appear in your database. This is often the case when importing data from another system which has been used for a long while or when staff accidentally add multiple versions of the same client.
This can cause issues as notes, financial records and appointments for the one client can be spread across multiple client records in the system. Finding the correct info, or marketing to the correct client can be hard.
When you have multiple clients, you need a way to merge them so all their records are brought into a single client record where you can see all their activity in one place.
Client Diary has the option to merge duplicates clients into the one client. To locate the merge tool:
NOTE: If there is conflicting information (for example, two different phone numbers), Client Diary will ask you to choose which information you should keep.