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LilacDaffodil
Regular Visitor

Merge Multiple Records for Single Client

I have 1500+ records, with the data pulled in from 4 tables. This means that some of the clients have more than 1 record, although the product is different in each record, so I need to be able to merge all the data for each client into a single record. In addition, I would need to set the Status of the new record to 'Multiple Products'. Is there any way of doing this please? Many thanks.

3 REPLIES 3
miTutorials
Super User
Super User

LilacDaffodil
Regular Visitor

Apologies - example file can be downloaded here. 

I have highlighted the merged records in red.

Thank you 😁

serpiva64
Solution Sage
Solution Sage

Please make an example with sample data and the desired result 

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