Problems with Duplicate Accounts? Use the Account Merge Function in Class!
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One problem that can crop up in Class is duplicate accounts. These are accounts that are the same in all or just about all ways—same name, same address, same telephone number, etc.—but each has a separate registration history, accounting history, etc. This situation can cause a whole host of problems including incorrect registrations, accounting irregularities, etc.
The first step to fixing the problem is to determine that the two accounts actually do represent the same family, organization, or team. Once that has been verified, you can use the Class Merge/Move Clients Screen to merge the two accounts into one. The Merge/Move Clients Screen is located in the System Maintenance Module on the Accounts Tab.
The screen consists of two sides, each side containing one of the accounts to be merged. To merge the accounts, simply click on one of the arrow buttons located between the two accounts. The direction of the arrow button you click on determines the direction of the merge. The right arrow means the left account will be merged into the right one. The left arrow does the reverse. The account the selected arrow button is pointed to is the one that will retain the same main contact person, account PIN, client barcodes, etc. that it had before the merge.
During the account merge, you can merge clients with exactly the same name into one person. If you have two clients that should be merged but have slightly different names, you will need to freeze one of the clients after the merge (which is done through the Maintain Client Details screen).
Note that you can only merge entire accounts. You cannot merge a single client from one account to another. The reason for this is to maintain the integrity of accounting records. During an account merge, the accounting history of one account is merged with the accounting history of another. It is impossible to tease out which accounting transactions pertain to just one person and move only them to the other account.
If you would like more information about merging accounts, please contact LOGIS Class support.
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Category: Parks and Recreation Systems
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