What’s new?
We have added a new Merge Suite functionality that allows the users to merge Clients by ID.
It is designed to enable customers to safely and efficiently consolidate duplicate or related client records through a structured four-step wizard.
This tool empowers users with the correct permissions to manage their data independently and with greater ease.
How do I start using it?
Client by ID - Accessing Client by ID Merge
Navigate to Tools ; Merge Suite ; Client by ID (Note: requires 'Permission to use the Merge Suite')
Step 1: User Agreement
Review and accept the terms and recommendations
Check the acknowledgment box to proceed
Step 2: Client by ID Entry
Click the search button next to the Merge field to select the source client
Click the search button next to the Into field to select the target client
Use the search functionality to filter by Client Filed As, Object ID, or Sector
Review the Notes section for important integration exclusions
If the selected and the target client are the same, an error message will appear
Step 3: Confirmation
Review your selection summary
Click Previous to modify your selection or Start Merge to proceed
Wait while the merge processes (do not refresh or close the wizard)
Step 4: Results
Review the completion message
Click Close to exit the wizard
