12th Feb AMA: I'm Courtney Youngblutt, Xplan Design Consultant & efficiency expert, Ask Me Anything!

Hi kenski.arriesgado, welcome to the AMA! And thanks for posting. I’ll answer each of your questions below:

Merge Duplicate clients

Sometimes the hardest part of managing duplicate clients is finding them!

If you’re using the standard Add Client Wizard, it will automatically check for duplicates when entering a new client. If you’re using a custom ‘add client wizard’, your site administrator can add the duplicate client check handler to it.

If duplicates do make it into the system, there is a standard management report that will help identify duplicate records.

Use Scheduler to automatically run this report on a regular basis to make sure you stay on top of duplicates.

Merging duplicate clients needs to be done one at a time so you can select the right ‘source’ and ‘target’ client. When merging, the data in your ‘source’ client is merged into your ‘target’ client record.

To merge clients, 

• View the client list, then select Functions > Merge Client from the left-hand menu.
• Select the source and target clients.
• Click Merge. 

There are some rules around how the data gets merged - you can check out the details here: Merging Client Records

There are user capabilities that control whether you can merge clients and also a system setting that controls whether clients of different entity types can be merged, so speak with your site administrator if you don’t have the capabilities you need.