How do I hide a duplicate client profile?
HIDING A DUPLICATE CLIENT
To hide a duplicate client file, first find the client ID# of the client file you wish to keep.
Go to the duplicate client's file and click on the admin tab
Scroll down towards the bottom of the admin tab to locate the blue "Hide Client" button. Click on that button and a box comes up. Put the client ID for the file you want to retain in that box and click on “Hide Client”
A new screen will pop up. Verify the information and click on the checkbox to “Confirm Client Link” and click on “Hide Client” again.
This will add the duplicate to the current file. After doing this, the “hidden” file will no longer show up in the search and can only be found by entering the original client ID# in the search bar. In addition, there will be a note at the bottom of the hidden client’s Admin tab which will show that the client file has been marked as hidden and added to the appropriate client file:
NOTE: There must be an active client profile that the duplicate client profile will be linked to for this feature to work.
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