I would love to see a much simpler way to merge duplicate client profiles directly from the client card
complete
K
Kerrie .
A simpler merge function directly from the client profile would save a huge amount of admin time and reduce duplicate clients due to spelling/details etc
Tomás de Vasconcellos
marked this post as
complete
Improvement done and implemented.
https://phorest.canny.io/changelog/you-can-now-merge-a-client-from-the-client-profile
Tomás de Vasconcellos
Hey, just want to give a heads up that we've implemented an improvement that allows you to merge a client directly from the client profile. No need to go back and forth anymore.
K
Kerrie .
Tomás de Vasconcellos Thank you Tomas, fantastic news!!!!
Tomás de Vasconcellos
Merged in a post:
All client cards with the same email should be automatically merged
M
MICHELLE Horan
We have numerous client cards for some clients who in one have their number, and in another only have their email. Surely if a client card has the same email it should be connected to just one card?
L
Linda Turner
Yes
D
Dirk Heisler
Es wäre nich viel besser, die Duplikate durch eine intelligente Suche zu verhindern
P
Patricia Clarke
I agree
Sur la Mer Spa
If you auto merge and the one with an Address is not listed first on the merge you will lose the address. It also will not merge consultations. This area needs work.
D
Donna Miliano
What happens if there is a husband and wife who share an email address?