Combine Duplicate Client Records

General discussion relating to Deltek Vision.
Richard_Levkoy
Posts: 32
Joined: Tue Sep 18, 2012 3:53 pm
Brief Company Description: Electrical, Mechanical, Civil
Deltek Vision Version: 6.2
Number of Employees: 125
Company Position: CFO
Vision Modules: Project Mgmt, Accounting
Number of Offices: 3
Year Vision Installed: 2007

Combine Duplicate Client Records

Postby Richard_Levkoy » Mon Sep 24, 2012 9:14 am

Is there is a utility in Vision that will combine duplcate client records? I do not see one and do not see any reference to this issue on the forum.
Richard Levkoy
Chief Financial Officer
CJL Engineering
www.cjlengineering.com

User avatar
Gerald Cox
Site Admin
Posts: 549
Joined: Fri May 23, 2008 10:45 am
Company: Hurt & Proffitt, Inc.
Brief Company Description: We are primarily a Civil Engineering and Surveying firm that offers a few other supporting services. We upgraded to Vision from Advantage in 2005.
Deltek Vision Version: 5.1
Number of Employees: 70
Company Position: IT Director
Vision Modules: Accounting / Billing / Time & Expense / Payroll / CRM / Proposals / Planning
Number of Offices: 3
Year Vision Installed: 2005
Vision User Group: Richmond, VA

Re: Combine Duplicate Client Records

Postby Gerald Cox » Mon Sep 24, 2012 9:16 am

In Vision it's called a Key Conversion. It's under Utilities.

Richard_Levkoy
Posts: 32
Joined: Tue Sep 18, 2012 3:53 pm
Brief Company Description: Electrical, Mechanical, Civil
Deltek Vision Version: 6.2
Number of Employees: 125
Company Position: CFO
Vision Modules: Project Mgmt, Accounting
Number of Offices: 3
Year Vision Installed: 2007

Re: Combine Duplicate Client Records

Postby Richard_Levkoy » Mon Sep 24, 2012 9:19 am

I see it. I see the "Combine existing Clients" check box. I'll give it a try. Thanks much.
Richard Levkoy
Chief Financial Officer
CJL Engineering
www.cjlengineering.com


Return to “General”

Who is online

Users browsing this forum: No registered users and 1 guest