Skip to main content
Online ClassesWebinars

Shortcuts Classroom: Client Management/ Merging Clients – Basics

Tuesday, June 9 @ 9am PDT

If you have been using Shortcuts for years then chances are that your system is filled with duplicate customers. In this classroom session we’ll look at the proper steps to use a feature called Merge. What information is carried over when merging clients? How do you prevent important details from being lost? Best of all if your system is running sluggish, this is just one way to help speed up the performance.

Client Management / Merging Clients – Basics
• How to record History Notes
• How to add demographic data for clients
• How to find and merge duplicate clients