View source for ProDon:Merging and Deleting a Client

{{Header_TOC}}<br> 

'''<u>CAUTION</u>''' : This document is for '''VERSION''' '''5''' of '''''Prodon'''''. To go to the document for version 4, [[ProDon:Merging_and_Deleting_a_Client (Version 4)|click here]]. 

<br><span style="color: rgb(255, 0, 0);">'''WARNING&nbsp;: This document is currently being edited/revised, it is possible that some parts are missing or obsolete.'''</span>


== Introduction  ==

This procedure allows you to eliminate duplicates from the [[ProDon:Client Management|"Client management"]]. There is presence of a duplicate when there are more than one client file for the same client, this situation generally occurs following a transfer of data coming from another database. 

This function is used to merge clients on a "case-by-case" basis, to find and merge all potential duplicates of the database, use instead [[ProDon:Searching and Eliminating Duplicates|"Searching and Eliminating Duplicates"]]. 

'''CAUTION: '''Before merging: 

*For individuals, carefully check their last names, first names and addresses in the client files to be merged. 
*For companies, organizations or associations, carefully check the last name and the first name of the main contact in the client files to be merged.

== Selecting Clients to be Merged  ==

First, go to the "Client management". 

{| cellspacing="1" cellpadding="1" border="1" style="width: 462px; height: 394px;" class="wikitable"
|-
| 
To do so, from the software home page, click on the "Clients" menu, then select "[[Image:Bouton Client.png]] Clients". 

|-
| [[Image:Merging and Deleting Clients 001.png]]
|}

<br> 

{| cellspacing="1" cellpadding="1" border="1" style="width: 553px; height: 349px;" class="wikitable"
|-
| colspan="2" | 
After clicking on "[[Image:Bouton Client.png]] Clients", the "Client management" opens. 

|-
| colspan="2" | [[Image:Merging and Deleting Clients 002.png]]
|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Search, using the [[Common functions:Search Bar|search bar]], the client to be kept. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">B: </span>'''Double-click on the line of the client to be kept to open his or her file. 

|}

<br> 

{| cellspacing="1" cellpadding="1" border="1" style="width: 654px; height: 435px;" class="wikitable"
|-
| colspan="2" | 
After double-clicking on the line of the client you want to keep, the file opens. 

|-
| colspan="2" | [[Image:Merging and Deleting Clients 003.png]]
|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">C: </span>'''In the client file, click on the "Special Functions" menu. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">D: </span>'''Then select "Merge and delete another client". 

|}

<br> 

{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| colspan="2" | 
After clicking on "Merge and delete another client", the "List of clients" window opens. 

|-
| colspan="2" | [[Image:Merging and Deleting Clients 004.png]]
|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">E: </span>'''Search for the duplicate using the [[Common functions:Search Bar|search bar]]. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">F: </span>'''Double-click on the line of the duplicate. 

|}

== Merging Clients  ==

{| cellspacing="1" cellpadding="1" border="1" style="width: 629px; height: 600px;" class="wikitable"
|-
| colspan="2" | 
After selecting the duplicate at step <span style="color: rgb(255, 0, 0);">'''F'''</span>, the "Merge duplicates" window opens. 

|-
| colspan="2" | [[Image:Merging and Deleting Clients 005.png]]<br>
|-
| colspan="2" | 
'''NOTE: '''The blue cells can not be modified, the green cells contain identical information for both clients, and the orange cells contain information that differs from one client to the other. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">A: </span>'''By clicking in a white cell of the "Result" column next to an orange line, a drop-down list appears. This list contains the information from two other columns, select the information to be kept. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">B: </span>'''When all the orange lines contain the right information in the "Result" column, click on the "[[Image:Button Check mark Confirm.png]] Merge" button. 

|-
| colspan="2" | 
'''CAUTION: '''Once the client is merged, it is impossible to bring him or her back in the database. 

|}

<br> 

<br> 

{{Footer_ProDon_Version|4.6.5.13}}<br>