This is an updated alternative method for transferring test results between client profiles.
Should a client have tested on an incorrect profile which results in creating a new account, this guide will allow you to transfer the test to the correct client profile then delete the duplicate profile.
Instructions to complete process below
Create a step-by-step guide
Step 1: Access Copy/Paste Page
- Navigate to 'Member List'
- Select 'Copy Results' above your client profiles
Step 2: Search Desired Source and Targets Tests to be Copied/Pasted
- Input 'Incorrect ID' into 'Copy From' and Select 'Search'
- Input 'Correct ID' into 'Paste To' and Select 'Search'
Step 3: Verify and Save Changes
- Select 'Preview' to see changes
- Select 'Copy' to complete the changes
Step 4: Delete Incorrect Duplicate Profile
- Search 'Incorrect ID' from your Member List
- Select 'Edit Member Info' icon
- Select 'Delete' option to completely delete this client profile
*Note* Deleting profiles are permanent and cannot be reversed