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Merge Clients

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Ever had one client and two, three or more files for the same client? Pretty frustrating isn’t it? Especially when you have some details on one card and some on another card.

When using a computer system this seems to be par for the course, you search for Mrs Smith and she’s stored on the system as Janet; so while in a rush you set up another file and then discover you have two files, with two sets of history for one client. You’ve got her mobile number on one card and her home number on another. What do you do?

Don’t worry about it! SoftBooking has a very simple merge facility allowing multiple client files to be merged into one, meaning history and all details are on the system as one card. What’s more it only takes a couple of clicks of the mouse to complete.

So with SoftBooking you know your client records are always accurate, up to date and unique.

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