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Merging Duplicate Veterinarians

Kathryn Hamilton
Kathryn Hamilton
  • Updated

Overview: What are we talking about?

The Merge function is useful when duplicate owner veterinarians are created, and appear multiple times in your drop-down lists when creating an animal profile. This feature allows you to merge those records, to create one master record.
 

 

Helpful Hints: Before you begin.

  • Merging veterinarian records is done at your own risk, and cannot be undone.

  • The names of the Veterinarian do not have to match, so it's important to make sure you are selecting the correct records to merge.

 

 

How to: Merge Veterinarians.

  1. Navigate to: Left-hand Navigation: Admin » Merge Data

  2. Merge this Veterinarian: This is the veterinarian that will be "going away"

  3. Into this Veterinarian: This will become the master record

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If the veterinarian records are merged successfully, you will get a success notification in the bottom left of the app.

vets_merged.png

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