This article provides a guide on how to handle such scenarios in Plannr, ranging from permissions settings to alternative solutions like Circles.
Managing Duplicate Client Records
Step 1: Deleting a Duplicate Client Record
To delete a duplicate client record:
Go to the client record you wish to remove.
Click on the Actions button (usually located at the top-right of your screen).
From the dropdown menu, select the Delete option. This option is highlighted in red at the bottom.
If you cannot see the Delete option, check your user permissions.
Step 2: Addressing Permission Issues
Deleting client records may require specific permissions. If you lack these permissions:
Contact your system administrator or a user with higher access rights.
Request an update to your user permissions to include the ability to delete records.
Alternative Methods to Manage Duplicate Records
Method 1: Select and Enhance the Most Complete Record
Identify the client record with the most comprehensive data.
Manually move any additional data from the duplicate record to this main record.
Delete the duplicate client record afterward to ensure no conflicts.
Method 2: Update Client Data via Client Import
Use the Client Import feature with the 'Update' method to modify and consolidate data across records seamlessly.
Delete the duplicate client record afterward to ensure no conflicts.
At this time, there isn't an option to merge Client records.