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Find/Merge Duplicates by DOB
Posted: 11 Jul 2014 02:29 PM |
I am working on reducing many of our duplicate client files (which often occur when a client has appeared in both our medical and education areas). It would be much quicker to identify true duplicates if the DOB were an available search parameter within the Client Merge Wizard.
Thanks! |
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Re: Find/Merge Duplicates by DOB
Posted: 11 Jul 2014 02:32 PM |
Hi ChristelSC,
It's great to hear from you, thank you for taking the time to share your feedback with us. I agree, adding Birthdate to the Find and Merge Duplicates would assist in pinpointing true duplicates. I will add this to our feature request list. Can you email me, ashleighg@ekyros.com, what center you are with so I can also include this in your center's account notes.
Have a GREAT day!
Blessings,
Ashleigh |
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 amgreen5
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| Joined: 16 Sep 2014 |
| Total Posts: 12 |
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Re: Find/Merge Duplicates by DOB
Posted: 16 Sep 2014 01:44 PM |
Adding Birthdate to the Find and Merge Duplicates is definitely a needed feature. It would love to see this in the next product update it would be such a time saver.
Thanks-
Anna Marie Green
Pregnancy Resource Center of Owasso |
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Re: Find/Merge Duplicates by DOB
Posted: 16 Sep 2014 01:58 PM |
Hi Anna Marie,
Thank you for taking the time to share your feedback! This is added to our feature feedback list to be considered for a future update. I cannot provide dates of when/if the feature will be implemented but I can definitely see the functionality this could provide you and other centers. Please don't hesitate in contacting us with any feedback you have. Have a great day.
Blessings,
Ashleigh Guilmette |
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Re: Find/Merge Duplicates by DOB
Posted: 02 Mar 2015 01:24 PM |
Hello Ladies,
I wanted to follow and thank you again for taking the time to share your feedback with us. We released an update to CenterPiece last week, and based on feedback you provided, have provided the ability to now filter "Find and Merge Duplicates" by Birthdate as well. I hope you find this feature useful. Have a GREAT day!
Blessings,
Ashleigh |
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