Merging Two Client Records

When multiple records exist for a client, they can be merged into a single surviving client record.

Before you begin

Client Registration must be open.

About this task

Only users granted the Trapeze6 security permission Trapeze4 > Clients > Client Suppression Wizard will be able to use the Client Suppression Wizard.

Clients suppressed using the Client Suppression Wizard can be tracked in the Tracker Action Browser. The track action is PASS/ClientSuppression. Track actions must be defined in Tracker Actions ancillary data before they can be used.

Procedure

  1. Locate and select the client records to be merged.
    Use CTRL to select multiple client records.
  2. Click the Client Suppression Wizard button:
    Large top hat, wand, and two little top hats.
    The Client Suppression Wizard appears.
  3. Select the client ID to be used as the Survivor Client ID.
  4. Select the Client Inactive Status to be applied to the other client records.
  5. Click Start.
    The Log shows a summary of all of the changes made during the suppression.
    The Client Suppression dialog box with a Survivor Client ID and Inactive Status selected and a Log detailing the actions taken during the client suppression.