Difference between revisions of "ProDon:Merging and Deleting a Client"
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{{Header_ProDon | | 4.5.6.13 | Nadia Carrier | | 2011/10/04 }}<br> | {{Header_ProDon | | 4.5.6.13 | Nadia Carrier | | 2011/10/04 }}<br> | ||
| − | == Introduction == | + | == Introduction == |
| + | This procedure allows you to eliminate duplicates from the "Client management". There is presence of a duplicate when there is more than one clint 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 "cas-by-case" basis, to find and merge all potential duplicates of the database, use instead "Researching and Eliminating Duplicates". | ||
| + | |||
| + | '''CAUTION: '''Before merging: | ||
| + | |||
| + | *For individuals, carefully check their last names, first names and addresses for the client files to be merged. | ||
| + | *For companies, organizations or associations, carefully check the last name and the first name of the main contact for the client files to be merged. | ||
== Selecting Clients to be Merged == | == Selecting Clients to be Merged == | ||
Revision as of 14:18, 4 October 2011
Introduction
This procedure allows you to eliminate duplicates from the "Client management". There is presence of a duplicate when there is more than one clint 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 "cas-by-case" basis, to find and merge all potential duplicates of the database, use instead "Researching and Eliminating Duplicates".
CAUTION: Before merging:
- For individuals, carefully check their last names, first names and addresses for the client files to be merged.
- For companies, organizations or associations, carefully check the last name and the first name of the main contact for the client files to be merged.
Selecting Clients to be Merged
Merging Clients
Document name: ProDon:Merging and Deleting a Client
