How do I do a mass client merge?

Jenesis Agency Management System offers you flexibility when it comes to keeping a tidy client relations manager.   Not only can you merge individual clients through our search option but now you can mass merge client profiles with our Merge Duplicate Clients Tool

Step 1:  From the Main Screen click Tools

Step 2:  Go to Jenesis Maintenance

Step 3:  Select Merge Duplicate Clients

Step 4:  Place a check mark next to the profile you wish to keep and hit Merge

Step 5:  Choose if you want to merge based on Address or DOB

View Video Here

Please click here if this helped you.
0 people found this helpful.

Category: General

← Faqs