Clean up your duplicate insurances....

[Kristen]

Click the link below to watch a 5 minute video on how to create plans under a main insurance group, merge insurances, and clean up your messy list.

**EDIT** The merge insurance button is no longer available without a technician being logged on with you. A backup of your database should ALWAYS be done prior to merging insurances, as this feature cannot be reversed. If you would like to merge insurances, please contact support via the Support - Request Support feature. 

youtu.be/ekT2VurYLrg

[karla]

Where did the merge button go in Insurance in Admin?

[gracecrystalpm]

It is now a hidden button because we have had several offices "accidentally" merge the wrong insurances together. Please see your private message for more.

Grace

[hec]

can you also tell me where the merge button is

[Kristen]

Apr 28, 2016 12:29:19 GMT -6 hec said:

can you also tell me where the merge button is

I just messaged you.

[KizerOpt]

ok, You might be at this for awhile if you have to send a secret message for each one who asks, but please tell me where it is also. And did you also hide the 'dispensed' button in the frame order page?

Karen