Recognize duplication
LockWorks Inc
Or at least give us the ability to merge duplicate customers.
Mohamed
LockWorks Inc That functionality is there: Clients > list duplicates in search > select both/all accounts > Click "Merge Icon" (now shows beside the client search bar) > select account to Merge records INTO (most important because if you merge accounts into a new one with no data, data is gone). It's a messy process because database does not check for dupes, which is brutal. In many cases it can create dupes on its own too.
LockWorks Inc
Mohamed thanks for the info but I do not understand this.
Mohamed
LockWorks Inc It's probably best to have a Workiz tech walk you through it. Point is there is a method to merge duplicates. Not very helpful if the root cause is not addressed though.
Mohamed
Bane of our existence. this is critically important.
TJ Masonius
Need one single way to auto-populate addresses. The system creates multiple client addresses from multiple app locations, including web forms, if one item is different. Street, ST, st. etc. The app needs consistency