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How to merge client files

The merge feature allows for combining client files (for example, if two family members were accidentally placed in separate files).
Step 1: To merge a member with an existing file, start by searching for the client. For steps on how to search for a client, see How to search for an existing client.

Step 2: Once the search is complete, you should be viewing the client file that you would like the merging process to be performed on.

Step 3: Now, click "Merge Member With An Existing File" from the bottom of the Clients form.

Note that this button will only be available for users who have permission to merge members. Speak to your administrator if this button is not available.
Step 4: This will open a list of all the other client files in the system for you to choose from.
Step 5 (Optional): You can optionally use filters to assist in finding clients. To add filters to your data, follow the steps below:
  1. In the column you would like to filter by, click on the top blank cell.
  2. You can now either type criteria, or select criteria from the dropdown.
  3. Click OK. You will see the report change according to the criteria set.
  4. Repeat for any other fields you would like to filter.

Step 6: Once found, double-click the click the client you would like to merge the existing file into. This will fill the "Merge into" field at the top with the file number and file sequence number of the client you clicked on.

(File sequence numbers are used to differentiate between different members of the same client file)

Step 7: Once the "Merge into the file" field has been set to the client file you want to merge into, click the "Merge Files" button on the right.
Step 8: A message will appear confirming whether the merging process was successful. Click "OK".
Step 9: You will then be directed to the profile of the member that was recently merged.
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