VisionVPM allows you to transfer all financial activity and animal information from one client to another. This is useful for those duplicated client records, with multiple visits.
You can transfer individual clients by following the procedures below. For further information regarding multiple client transfers please refer to the Maintenance User Guide.
Go to: Clients menu > Client Details > select client > More Commands menu > Merge Duplicated Clients.
The following prompt will be displayed:
Click Yes to continue.
Enter the daily password if not logged in as Administrator.
You will have to contact the Provet IT Service Desk for the password.
A window will be displayed, similar to the one below.
To search for a client with a name different from original client
Enter the search criteria in the fields, as shown below:
VisionVPM will default the search criteria to what has been selected in Maintenance menu > System Defaults > Client tab.
You will only be able to search for a client to merge to, in the right-hand list. You would use this option, for example, if a duplicated client had a different surname from the original client.
To merge a duplicated client
Select the client you want to merge to, in the right-hand list.
Click Perform the Merge.
VisionVPM will transfer all financial and animal information from the selected client to the other client you selected. The original client and any duplicated animals will be deleted.
