Summary

Use Merge when duplicate owner veterinarians show up many times in your drop-down lists as you create an animal profile. Merging combines those records into one master record.

Before You Begin

Warning: You merge veterinarian records at your own risk. You cannot undo a merge.

• All admin users can open the admin page for this setting. Admins can also give this page to other user groups. Non-admin users with access can make edits that affect all locations in the app. See User Groups.

Steps

1. Go to Left-hand Navigation: Admin » Merge Data.
2. Select the veterinarian records to merge from the drop-downs.
   • Merge this Veterinarian: The veterinarian that will go away.
   • Into this Veterinarian: The veterinarian that becomes the master record.

   Important: The veterinarian names do not have to match. Make sure you select the correct records.

   

3. Select Merge Vets. A success notice shows at the top right of the app.

   

Related Articles

• Merge Duplicate Animals How-To
• Merge Owner Accounts How-To
• Merge Duplicate Breeds How-To