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PlannedDoneNot planned
Merge family feature
David
suggested this on November 02, 2011 10:19 am
You could click TWO side boxes, when the little menu options on the bottom scroll in there is a NEW merge Families icon.
This icon would take BOTH accounts, and you could select what field from EITHER family account to save, and it would delete the old account afterwards.
We often get the "new" returning family that make a NEW account, with NEW information, but then we need to copy and paste it all into the new account with the past ledger. To much room for error.
Comments
And WAY too much time with a long history!
We have had a lot lately come thru our gym. Sometimes, the front desk people just do not catch them until they have created a little history.
I agree this is much needed! Everyone please be sure to click the ME TOO button to cast your vote for this feature. And, I'll continue to see what I can do to get this added for everyone.
Thanks for all the great feedback!
We enter all of our birthday party guests as prospects. Now that they are looking for classes and camps they are creating new accounts and we have to try and clean up the duplicates.