Merging Duplicate Clients
To merge duplicate client profiles, go to the Clients screen and select the client you want to keep.
Select Merge Client from the "..." menu.
Specify the client to merge from and select Next. Select Confirm to merge the clients.
Important: The client to merge from will be archived. This action cannot be undone.
The following information will be merged:
Cards on file
Client notes (will be combined with any existing client notes)
Any information that does not exist in the Client to merge into will be copied from the Client to merge from, but the system will not override any information.