Duplicate clients entered

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    Alexandra Dunne

    Hi everyone,

    I had a chance to pass this feedback along to the team. They are aware that improvements are needed to the global search function/profile management and getting these specific examples was helpful for them. However, due to capacity issues, these improvements are not on the roadmap for the next quarter. In the meantime, we'd love if you could please continue to provide any feedback you have on these features so that when they are eventually added to the roadmap we have a robust understanding of changes you'd like to see.

    Thanks,

    Alex

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    Alexandra Dunne

    Hi Cathy, 

    Thanks for your feedback. I'll take this to our product team. 

    Alex

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    Emily Gauthier

    I think this is a great idea!! Would be very helpful. 

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    Cathy Lee

    This would be very helpful.  We have a few duplicates for names, and it can be confusing and time consuming figuring out which is the correct one.

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    Fiona James

    This would certainly be helpful. 

    Some other suggestions to help with this issue would be to

    • Merge the two
    • Delete the incorrect one (these errors are normally picked up prior to any other details being entered).
    • Have an indicator that shows in the search boxes, so you don't have to choose the client to see if they are active. Such as an asterix (below)
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    Mary Vacchetto-King

    Agreed. We updated incorrect client's chart name with: 

    John Do (DO NOT USE) 

    to indicate that is was an error chart 

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    Emily Gauthier

    We have to do the same thing, Mary! I do know we have contacted Alayacare with clients that are duplicated and they can delete them on their end. But there should be a way that Administrative users have the option to delete. 

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    cathy laws

    And for me one big issue is that there are A LOT of documents attached so to just delete the wrong one can take a lot of time to do.  A simple MERGE option would be very helpful.

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    Mary Vacchetto-King

    Emily, I completely agree! Or a permission for individuals who can create charts, should be able to also delete them.

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    Alexandra Dunne

    Hi everyone,

    Thank you so much for all of your feedback and suggestions! I'll be sure to let the team know there is a lot of interest in improving this feature. It's extremely helpful to us when we see people voting and commenting on other posts so please keep it up :)

    Alex

     

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