Merging Client Records
New in AV 2017.0.3.0, August 2017
Do you have duplicate records in your client list? The Client Merge function will help you consolidate Client/Sales Master records and all related history into a single file.
Simply highlight the records you wish to merge, then select "Client Merge" from the Action Menu.
Merged records/history include:
- Client/Sales Master record
- Sales Quotes, Orders and Invoices. Even posted invoices!
- AR and Receipt records
- Shipping & Billing Address
- Anywhere the Client is referenced, the records will be merged.
Permission to use this feature must be granted to each User. Update their permissions via the Administration > User Access Levels screen as seen below.