Duplicate clients

Nichole74 · 09-20-2002, 01:51 AM

Can you transfere the clients history from one clients number to the other without doing it one transaction at a time?

Andy · 09-20-2002, 06:28 AM

No there is no way to transfer client history transactions from one client number to another ... other than doing it one transaction at a time.

and I must ask .... why are you needing to do this at all?

CAUTION: just changing the Client Number in the Transaction File will cause the record to display on the History of a difference client ... BUT ... the impact on the Client Profile ... Accumulators, Membership etc remains on the client that the transaction was processed on.

Oh, Duplicate Clients ... read the topic name again after this initial response ... this would make for an interesting little utility ... the ability to MERGE two client records. combining the values in the accumulators and Memberships from two client records and deleting the second client record.

Currently having a Utility created to Change Sales Codes and the related History ... so as not to lose the ability to do Sales Reporting and Comparisions.

Anyone else interested in either of these.

_________________

Andy Thompson
ACT Business Solutions
Toll-Free 877-777-6717
andy@atso.ca
ACT Help Center [ This Message was edited by: Andy @ ATSO.ca on 2002-09-20 05:34 ]

Nichole74 · 09-20-2002, 07:20 PM

ME! ME! ME! With the two salons and yet to have set up salon net I have duplicate clients and also those that are in under two different names because they have gotten married. This is a mess and I need and easy way to fix the problem! Oh well I will just hope you add this to the program you are doing Andy Then when we switch I will be all happy again!

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09-20-2002, 01:51 AM	#1 (permalink)
Nichole74 Join Date: Feb 11 2002 Posts: 439 Rep Power: 7	Can you transfere the clients history from one clients number to the other without doing it one transaction at a time?

09-20-2002, 06:28 AM	#2 (permalink)
Andy Join Date: Jan 25 2000 Location: CT Posts: 1,763 Rep Power: 9	No there is no way to transfer client history transactions from one client number to another ... other than doing it one transaction at a time. and I must ask .... why are you needing to do this at all? CAUTION: just changing the Client Number in the Transaction File will cause the record to display on the History of a difference client ... BUT ... the impact on the Client Profile ... Accumulators, Membership etc remains on the client that the transaction was processed on. Oh, Duplicate Clients ... read the topic name again after this initial response ... this would make for an interesting little utility ... the ability to MERGE two client records. combining the values in the accumulators and Memberships from two client records and deleting the second client record. Currently having a Utility created to Change Sales Codes and the related History ... so as not to lose the ability to do Sales Reporting and Comparisions. Anyone else interested in either of these. _________________ Andy Thompson ACT Business Solutions Toll-Free 877-777-6717 andy@atso.ca ACT Help Center [ This Message was edited by: Andy @ ATSO.ca on 2002-09-20 05:34 ]

09-20-2002, 07:20 PM	#3 (permalink)
Nichole74 Join Date: Feb 11 2002 Posts: 439 Rep Power: 7	ME! ME! ME! With the two salons and yet to have set up salon net I have duplicate clients and also those that are in under two different names because they have gotten married. This is a mess and I need and easy way to fix the problem! Oh well I will just hope you add this to the program you are doing Andy Then when we switch I will be all happy again!

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