Start a conversation

How to Merge Clients

From time to time you may find that you want to MERGE two client records.It is possible to MERGE two or more Client records with one becoming the 'master' and the others branches of that client.

Note: Before any merge or data change, it is good practice to ensure that you have a verified backup of your database.
A good time to do this sort of exercise is first thing in the morning, before any other activity and changes have been made.

IMPORTANT: Merging clients will merge linked records such as journals, vacancies, matches etc. into the master record. Company data fields such phone number, enquire source etc. and note fields will be kept from the master record only.

How to Merge Clients

1) Login as the administrator [ADM] user.

2) Run a client (company) search from the [Searching] workbench, (i.e. not a simple list from the [Company] workbench.) and find the clients you wish to merge.

3) Place a tick in the 'Inc' column against each of the relevant records (including the Master record).

4) Right-click the name of the 'Master' record in the grid and choose Merge marked clients with selected client.

Please see the below visual - you can right-click on the image and 'open in new tab' to zoom in:

The system will then merge the selected records including journals into your specified Client.

Bristol Hospital        [Master]
Bath Infirmary                     TICK
Outwood Patient Centre       TICK
Westley Nursing Practivce     TICK

You would end up with ONE company on the system (Bristol Hospital) with several Branches within it (Bath Infirmary, Outwood Patient Centre, Westley Nursing Practice)
Branches can then be merged into a single site record in a similar means via a Branch/Site Search.
Duplicate Contacts may be merged similarly via a Contact Search


[Keywords: Merge, client, company merge, amalgamate companies, merge companies, merge client. ]


Choose files or drag and drop files
  1. Graeme Orchard

  2. Posted
  3. Updated