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
Vision database.
To merge client records:
- From the Vision Navigation menu, click .
- Complete the fields on the Key Convert Clients form.
-
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.