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