Duplicate Clients (when archived)
under review
M
Michael Messenger
Can Phorest check the archived clients database when adding new clients to prevent duplicate clients from being setup. Currently it is only checking the active database.
Tomás de Vasconcellos
updated the status to
under review
Tomás de Vasconcellos
updated the status to
closed
Thanks for this suggestion, and apologies for the slow follow-up. We're closing it as it's been inactive with low engagement, to keep the board focused on what's most active. If it's still valuable to you, please resubmit with any updated details. It's also worth mentioning that since this post our Product had a lot of new features and improvements implemented.
M
Michael Messenger
Tomás de Vasconcellos i feel that this is really important
Tomás de Vasconcellos
Michael Messenger: Thanks for the reply Michael. Glad you're letting us know it still matters to you. I closed during a clean up of older requests. I've re-opened it.
Was checking in more detail, it shouldn't be too hard to make this happen. I'll put this Under Review to see what we can do.
And I aknowledge, a returning client that was previously "archived", to suddenly be marked as new, where the archived profile might have relevant context about that client, it shouldn't just be forgotten.
Thanks Michael.
M
Michael Messenger
Tomás de Vasconcellos thank you, much appreciated �
L
Louise Stewart
This would be really helpful.