Stratus - Add Ability to Merge Clients
I have looked through the help screens and haven't been able to find it, so if the feature does exist, I hope someone will share a link to the "how to" section that covers this item.
We need a way to merge two clients into one client. You would have to have a way for the user to specify which client record to be the controlling client account in the case of conflicts.
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Ahmed Ismail
shared this idea
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Hi Ahmed, this feature does exist, here is the link to the information on how to merge two clients. http://www.studioplussoftware.com/helpconsole/spectra/default.aspx?pageid=merging_two_clients
