Delete Duplicate Client Profiles : VTO Ultimate

Delete Duplicate Client Profiles Print

Created by: Lachlan Janke

Modified on: Mon, 15 Nov, 2021 at 4:33 PM

How do I delete Duplicate Client Profiles

You start by drilling down to the Client Profile "Search Engine

Enter the Surname of the desired Client

THEN - Select the Info or Details Option to reveal the selected Client profile

NEXT - Select the Functions TAB then select the Merge Option

It's important to ALWAYS Merge the Profile with the Least number of trips and details into the Profile with the most

Lachlan is the author of this solution article.

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