Merging clients and animals is an extremely helpful tool for when you inadvertently have more than one of the same client or same animal. This tool will allow you to combine them into one profile or record.
Be Cautious
This is a handy tool, but it’s also a dangerous one. When clients are merged, they are deleted from the system, and their information is not recoverable. Imagine you have two volume clients with similar-sounding names: “Jackson County Animal Services” and “Jackson County Humane Services.” Then someone decides to merge the two clients thinking they are the same. So they merge all animals from Jackson County Humane Services into Jackson County Animal Services, only to find out later that they are actually two separate organizations.
Meanwhile, all animals, invoices, and accounting history have been merged with Jackson County Animal Services. This merge procedure is not reversible. It cannot be undone, and there is no paper trail to determine which animals were merged and which animals were original. So be careful. Be very careful!
If a client or animal is merged incorrectly, there is no way to reverse this action.
How to Enable Users to Use this Function
- Go to Settings > Users > User Roles > Edit.
- Tick the tick box next top Merge Clients to allow users with this role to Merge Clients or Animals and click Save. Users with this role will need to log out and back in for it to take effect.
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Note: It may be necessary to create a new role that includes only one or two people on staff that have permission to use the merge function.
