You may end up with duplicate clients in your Provet Cloud, for example, if you add the same client with a different name or address or add too little information in the client profile. When adding a new client to Provet Cloud, only the last name of the client or organisation name is required. However, you can avoid accidentally saving duplicate clients in the system by making sure you have filled in the fields listed below. When you save a new client, Provet Cloud checks these field and does not allow saving if another client with the same information already exists.
- ID number. This is the client's identity number from their proof of identity. It is different from the system ID number which is automatically generated and shown in parentheses next to the client’s name.
If the client's ID number is not available, you can also avoid duplicates by filling in all of the following:
- First name
- Last name
- Street address
- Post code
If you have duplicate client records in your Provet Cloud, you can merge the data from one client record to another.