Convert Client Keys

Use the Client Key Conversion utility to merge existing duplicate client records. To change a client number, use the Client Info Center.

Prerequisite: Back up your Ajera CRM database.

To merge client records:

1. From the Ajera CRM Navigation menu, click Utilities > Key Conversions > Clients.
2. Complete the fields on the Key Convert Clients form.
3. Select one of the following actions:

   Option	Description
   To save the conversion to run later	Click Save.
   To run the conversion now	Click Run.
   To schedule the conversion to run on a regular basis via the process server	Click Schedule and complete the Schedule dialog box.