Updates to Client Records

  • 1
  • Question
  • Updated 7 months ago
  • Acknowledged
What is Replicon's process for overriding client records? We’ve noticed when a client name is changed/corrected, even if the client code remains the same, a new client entry is created rather than updating the existing record.
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Parish, Helaine

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Posted 7 months ago

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Aashnee Kamboj, Community Moderator

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Hi Helaine,

We would like to have a call to discuss the scenario further.

Thanks,
Aashnee
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Parish, Helaine

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Thanks, Aashnee. I have emailed you my availability.