Posts

Troubleshooting: How Do I Merge Duplicate Client Records?

Problem

I have duplicate client records in PractiFI. How can I remove the duplicates without losing any client information?

Solution

The solution is to use Salesforce’s built in Merge Entities feature. This is typically done by your system administrator. Here’s how.

 

Process A

Copy the link below and paste in your browser’s address after you log in to PractiFI.

https://ap1.salesforce.com/merge/accmergewizard.jsp

Search for the client you want to merge

 

 

 

 

 

 

 

 

 

 

 

Find ‘Entities’ tab and click it

 

 

 

 

 

 

 

Troubleshooting: Why Can’t I Find PractiFI?

Problem

I went to https://login.salesforce.com, logged in and I think I’m in Salesforce, but it doesn’t look like PractiFI. How do I get into PractiFI?

Solution

This is common if you’re the nominated PractiFI system administrator for your company. Most users are taken directly to PractiFI when they log in. But the system administrator has permission to get “under the hood” to native Salesforce functionality, so they are taken first to Salesforce, from where the need to select the PractiFI “app”

From within Salesforce, you’ll see the app selector menu in the top right of the screen. Just select PractiFI and you’ll be taken to the PractiFI app.

Select PractiFI From Salesforce App Selector

Select PractiFI From Salesforce App Selector

And you should end up in PractiFI!

PractiFI - Practice View