Lumary AH - This article explains how to identify and merge a duplicate client record.
Duplicate clients may be created when you don't wish to prevent the user from being blocked from an action during a client record creation or where records are updated after creation and then meet duplicate matching rules.
Where this happens, duplicate rules enacted and an alert is presented on the contact records identified as potential duplicates.
If services have been delivered against both the contacts, users can find themselves in a position where they are blocked from merging the contacts. Lumary AH's duplicate tool allows users to merge.
To set up or modify duplicate matching rules submit a support request.
Required features, packages and permissions
Available with: Lumary 8.0 and later
This article explains:
- how to identify if a client is a potential duplicate, and
- process to merge and manage the duplicate client.
How to identify if a client is a potential duplicate
Duplicates are highlighted through a popup "toast" message at the top of the contact record.
- Go to a contact record suspected of being a duplicate.
- A message is presented in a grey informational "toast" message.
- Click view duplicates to see the contact records that are part of the duplicate record set.
Process to merge and manage the duplicate client
If services have been delivered against multiple duplicate contacts, follow these steps to complete a successful merge:
- Navigate to the duplicate contact record you wish to keep.
- Click the drop down on the heading of the record and select Duplicate Merging.
- Read instructions presented, click Proceed to verify.
- Confirm from the listed contacts you are on the contact you want to keep (this is indicated with the tick in the "Keep" column based on the contact record you launched this tool from), click Proceed to verify agreements.
- Confirm the list of services agreements listed should be merge to the contact you wish to keep, click Proceed to transfer.
- Close this window.
- Click view duplicates on the toast presented on the contact (if you had previously dismissed this, refresh the page).
- Check all contacts that you wish to merge together, click Next.
- Confirm that you are on the primary contact you wish to keep, click Next.
- Click Merge.
- Contacts should now be merged into one (duplicate toast message may remain on the screen, simply refresh and they will no longer).