Home > RMS9 > Clients > Client Merge Feature

Client Merge Feature

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Overview

RMS9 now has a Client Merge utility.  This utility will allow you to merge similar client records together, allowing for better return guest verification and reporting!

Feature

The Merge button appears on both the client search screen and the smart search screen.

 

The Merge button will only be accessible if of the matches found one of the following three criteria is matched throughout all records on the screen;

 

1. Membership Number

OR

2. Email Address & Surname

OR

3. Phone Numbers & Surname

 

Once the feature is enabled, select merge to merge all of the Matches.

 

Viewing 2 of 2 comments: view all
Which Client Number is kept?
Posted 13:24, 10 Sep 2014
The Most Recent. :)
Posted 15:43, 10 Feb 2015
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Last modified
17:58, 26 May 2014

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