Merging Duplicate Client and Animal Records
Merging Duplicate Client and Animal Records
- To merge duplicate Client or Animal records you first need to check that;
- Client records you are merging have the same first name and last name.
- Animal records have the same Name, Type and Breed.
- Go to Utilities Menu -> Maintenance and Fixes
- To merge clients click Client then Merge Clients
- To merge animals click Animal then Merge animals
- A new window will open
- Click the "Select Client/Animal to Merge from" to select the first client/animal. Records will be merged out of this record into the second record.
- Click the "Select Client/Animal to Merge to" to select the second client/animal
- Click Merge
* When merging client records balances, transactions and animal will be moved from the first record to the second record. The first record will then be made inactive.
* When merging animal records clinical history will be moved from the first record to the second record. The first record will then be made inactive