Removing duplicate customers (Merge Companies)

McFile provides a record unification tool to facilitate the organization of your database and avoid duplicate information. This feature allows you to concentrate all documents and matters from multiple companies into a single one, automatically inactivating the redundant records immediately after the transfer.

Merging customer records

Merging is the ideal process for consolidating information from companies that have several distinct records in the system.
1. In the navigation menu, go to Input (+) > Administration > Merge Company.
2. Identify and select the Main Company, which is the record that will remain active in the system.
3. Locate and select the Companies to remove, whose matters and documents will be transferred.
4. Select the Save button so that all linked documents and matters are migrated to the main company, inactivating the other records.