Consolidate Duplicate Clients

Consolidate Duplicate Clients

Purpose

To allow the consolidation of clients set up multiple times

Access

This dialog can only be accessed from the  button from within a client

Dialog Details

Dialog Specific Fields

Field
Explanation
Enter Client to Consolidate
From within the accessed client (client 1), [F2] to  the Duplicate Client (client 2) from the Client Browse

On  all records associated with the Client, client 2, will become associated with the accessed Client, client 1

The duplicate Client, client 2, is automatically made inactive

Client 2 can then be deleted 




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