Key Convert Clients Form

Use the Key Convert Clients form to merge existing duplicate client records.

Location

To display the form, complete the following step:

From the Vision Navigation menu, click Utilities > Key Conversions > Clients.

Contents

Field	Description
Combine Existing Clients	This option is automatically selected.
Client	Select the client record(s) you want to merge by performing one of the following actions: Click Insert to insert a new row in which you can use the Client lookup to select one client record. Click Lookup/Insert to display the Client lookup, where you can select one, more than one, or all client records.
Name	Displays the name of the client. Click this field to go to the Client Info Center, where you can modify client data.
New Client	Select the existing client record to which you want to merge records.