Merging Clients on Daisy

When two client records are duplicates, we keep the record with the lower CL- number and remove the one with the higher number. Daisy does not move updated details from the higher-numbered record onto the lower-numbered one.

Before requesting a merge:

1. Check both client records. Note both CL- numbers and identify the lower one.

2. Update the record that will be kept. If the higher-numbered record contains details that are missing, more accurate or more up to date, copy those details onto the lower-numbered record yourself.

3. Log a helpdesk ticket with both CL- numbers. Confirm that you have checked both records and transferred any details that need to be kept. If there were no details to transfer, say so in the ticket.

Please do this before the merge. There is no “unmerge” option if information is missed.

If you’re unsure whether the records belong to the same client, contact the helpdesk before requesting a merge.

Duplicate cases? Cases cannot be merged. If a client has duplicate cases, contact the helpdesk for advice instead.