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
136
votes
Jacy Bergeron
shared this idea
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Sinead Norenius
commented
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.
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Amanda Buchanan
commented
Can we please have a screen which list the duplicate entries for clients. At this time there is no clear way to identify duplicate clients.
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Brenda Harmon
commented
Agree! It would be not to filter by duplicate emails, names, phone numbers