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Search and merge clients that need to be merged

We need to be able to search for clients that need to be merged. There should be a prompt to ask if two profiles have similarities.

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Kristy DeBruhl shared this idea  ·   ·  Report…  ·  Admin →
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  • Kristina Garcia commented  ·   ·  Report

    Absolutely! It's extremely tedious and a bit ridiculous that we have to export our client list by name to then determine if there are multiples of the same/a similar profile. Boulevard should be able to "Scan for Duplicates" and suggest profiles that may need to be merged. This exists in other systems we have used.

  • Isabel Johnson commented  ·   ·  Report

    There should be an option to search for duplicate profiles, looking for matching names/phone numbers/email addresses and then allowing for those profiles to be merged. The current process is very frustrating.

  • Nadia Vlas commented  ·   ·  Report

    Please add a feature that allows all duplicate client accounts in the system to be displayed in one consolidated list for easy review and merging.

  • MJ Shelson commented  ·   ·  Report

    Seems like AI should be able to find similar clients and make merging suggestions. Similar to what Square does.

  • Front Desk commented  ·   ·  Report

    When merging clients, there should be a "scan" option for the system to find multiples.

  • Amanda Buchanan commented  ·   ·  Report

    We need to have a way to access the duplicate clients in our listing. We could then merge the names just as we do in the client list.