Merging Clients

Sometimes, a user may enter the same Client multiple times by mistake (typos, incorrect spelling etc.).

For cases like this, JAVLN has a Client Merge function that you can use to combine duplicate clients.

The client to be merged will need to have similar details to the primary client in order to use the Client Merge function.

Proceed with a Client Search:

Find the duplicate client:

If you have permission to merge, you should be able to see the "Merge?" check-boxes:

Tick the one belonging to the Primary Client (the one you intend to keep). A lock will appear:

Tick the checkbox on the Client you want to be merged:

By pressing Confirm on the Popup:

The two Clients will be merged and only the main one will be available:

Be aware that all the Financial Transactions (including Quotes) will be merged as well.

If you are not able to see the "Merge?" check-boxes, your User permissions may need to be updated by the JAVLN Team.

(System Parameters>System>Role_Client_Merge)