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Duplicate Client Report

A report that pulls all the clients that have duplicate accounts so we can easily merge them without having to stumble upon their multiple accounts or search the client list to see duplicates

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Jacy Bergeron shared this idea  ·   ·  Report…  ·  Admin →
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  • Sinead Norenius commented  ·   ·  Report

    YES!! I recently migrated over to BLVD and I have duplicate accounts and it is causing issues as I don't see the history. It would be incredibly helpful to just see all my duplicate accounts so I can merge them now and get everything sorted out vs just discovering them ad hoc.

  • Brenda Harmon commented  ·   ·  Report

    Agree! It would be not to filter by duplicate emails, names, phone numbers