HearAid Version 5.0

Merge

Merge

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Merge

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The Merge process allows users to combine the data records for two different Client, Address Book or Company records, for example if the same client has been inadvertently entered twice, or if a client's data is imported from another database

Warning The Merge process cannot be reversed! Take care that you have selected the right pair of clients!!

 

The Toolbar:

MergeToolbar

 

Click Merge Data Now to combine the records from the client selected in the pink table with the client selected in the blue table

 

The Work Area:

To Merge two data records

1.Select which table to use for the merge: Clients, Companies or Address Book
2.Click in the Select the Record to Merge and Remove table and begin typing the name, or scroll through the table until you have selected the record you want to remove
3.Click in the Select the CORRECT Record to Merge With table and again begin typing the name, or scroll through the table until you have selected the client you want to assign the data
4.Click the Merge Data Now button
5.Confirm that you want to merge the data

 

MergeWarning

 

Merge