Administrators have access to run a simple repair of Contacts.

In the Contacts tab click on the Contact Repair button.

If a Contact Name and/or Code is changed, then any Records that are assigned to that Contact will have the old Name and/or code. The Records with two different client names will need to be merged.

In the Contact Repair dialog box you can choose to repair Records that have the wrong Contact Name or Contact Code using the Duplicates mergeĀ option. Enter the Contact name to move the Records from in the 'Previous Contact' field and the Contact name the documents are to be moved to. The old Client name can then be deleted.

To check all Records for a client use the Code and/or Name option.