If you have duplicate clients in RemOnline, you can merge them.
Follow these steps:
Step 1. Go to the Clients page and check all the duplicates of the client. The RemOnline remembers the selection, so you can use the search or go to another page in the table.
Step 2. At the bottom of the table click the Actions button and then Merge.
Step 3. In the pop-up window, select the client that should remain after merging and click Merge. The selected client will automatically replace the duplicates in all work orders, sales and invoices.
When merging duplicates, phone numbers, work order history, sales, payments, calls will be merged into one client profile. Priority will be given to the profile to which you are merging.
Please note:
You can merge a regular client with an employee client if the merge is performed in favor of the employee.
You cannot merge a client and an employee or a deactivated employee in favor of a client.
You can also merge a deleted employee client with a regular client, but you will not be able to restore the employee.
