How did I end up with duplicates of a customer and what can I do about it?

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    Jennifer

    Every time I merge a client it drops their credit card information.  How can I stop this from happening?

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    Shawn Reiterman

    Jennifer - Unfortunately, it is not currently possible to transfer credit card information from one customer to another. To avoid potential security risks, the system will automatically delete credit card details and tokens when merging customer profiles. 

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    Julianne

    We have clients who's first client record contains correct data; their second, more recent record contains incorrect data. Is there any way to select the priority account when merging- ie which account the other client profile's history merges into? Or does the system only prioritize the last client profile created? If that's the case, then are we only left with manually merging the correct info into the last profile created and then merging?

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    Shawn Reiterman

    Julianne – At the moment it is not possible to select the priority account when merging records. The system will always save the information of the most recently added record. I do recommend manually checking the information and making any corrections to the most recently created record prior to merging. 

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    Hana

    What is your recommended workaround for not losing client's credit card information when multiple profiles exist?

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    Shawn Reiterman

    Hi Hana,

    Thanks for your comment. Unfortunately, it is not currently possible to save the Credit Card details when merging customer profiles. The system will automatically remove the Credit Card information to prevent possible security risks. 

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    Karen

    Is there any way to have the system search out duplicate customer files?  It's really tedious to go through the list one patient at a time to merge duplicates...

    tx!

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    Shawn Reiterman

    Hi Karen,

    Thanks for asking! There isn’t a specific feature designed to find duplicate profiles. You can however view a list of all the profiles at once to find duplicates grouped together by name. When Appointments Preference #11 is set to No, the customer search drop down seen when creating appointments will group duplicate profiles by last name. You can also use the “List All” option after clicking the Customers tab to generate a list of customers by last name. 

    searching_duplicate_profiles.png

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    Denise

    When are you going to give us a way to search for duplicate accounts? While the method you described will work, it iis time consuming given that I then have to go to merge customers, select the customer, etc. Seems like you could create a report that would look for duplicates in the last name field...then we could print it and go down a list.

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