Removing duplicate clients and easily combine appointment history.
1. Log in as a calendar or resource manager.
2. Click on the ‘Clients’ menu. A page with table ‘Clients’ appears. (Note: the word ‘clients’ may be adapted to your professional jargon)
3. Click the ‘Merge’ button in the toolbar. A table ‘Clients duplicates remover’ appears.
4. Quickly search for your clients by entering a search query and then press the Enter key on the keyboard.
5. Select the fields ‘Head’ and ‘Merge’.
6. Click the ‘Merge’ button in the toolbar or in the row of tables to duplicate the selected clients and merge the appointment history.