If you find your agency has created a duplicate record and have multiple records with information and notes etc. you can merge these using the Chameleon-i merge function.
You are able to use the below to merge Client and Candidate records only.
- Select your name next to 'Help' from the main menu.
- Select 'Merge Contact Records' from the drop-down menu.
- Enter the contact record IDs for the two records you are looking to merge.
- You can find the record id from the system information tab in the record.
- Click the 'Merge Records' button.
If you want to other record types records, please contact Chameleon-i Support desk.