Managing Duplicate Records in Gladstone 360

Problem

Staff find two records for the same customer in Gladstone 360 and need to remove the unwanted duplicate.

Resolution

1. Set the duplicate's status to Purge

   • Set the unwanted duplicate's status to Purge (Contacts > Personal details > Edit, or in Plus2).

2. Wait for the overnight process

   • The Auto Start of Day overnight process removes purged records, as well as rolling subscriptions forward and creating the day's bookings. The purged record may still show until the next morning.

Notes

• A record can only be deleted outright if it has no account transactions. Otherwise use Purge.
• Purge duplicates individually as found, or in bulk at the end of the day.
• With status groups configured, Modify Duplicate lets a permitted user transfer a duplicate to their own site.
• Related: Finding and Viewing Member Records in Gladstone 360.

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