In CRMHaven you edit the client’s personal and organisational details in the one set of values. This becomes an issue when you want to link multiple clients who work for the same organisation. When a new client is created it is given a unique ClientID and OrganisationID that are the same value. You can use the Organisation function to link Client who share the same Organisation by giving them the same OrganisationID. . Changing a set of clients this way is much faster than updating them individually. Only Group Managers or Administrators have the ability to clean clients.
- Click the Action button and choose Clean Clients. Click the Organisation tab.
- Click Reset to set all the client OrganisationID’s back to their original ClientIDs.
- Clicking Preview sorts the clients by their Organisation Name and where it finds two or more clients with the same Organisation Name it sets the OrganisationID of all of them to that of the first client’s ClientID. Fields that are unchanged remain blank.
- Click Update. Every Marked Client will now have that field changed to the new value.
Options
You may want to perform a Backup before updating.
You can reset the OrganisationIDs and reorder them as many times as you want. Note that the OrganisationID may change but the clients will remain grouped to the one Organisation.
Click Options-Clear All Marked Clients before selecting a new set of Marked Clients to ensure no Clients are accidentally updated. Use the shift, command and control keys if necessary to highlight the Clients and click the Marked button to Mark as many Clients as desired