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Lesson 40: Merge Candidate and client pages
Lesson 40: Merge Candidate and client pages

In this lesson, you will learn how to merge candidate and client records.

Rob Ward avatar
Written by Rob Ward
Updated over 3 years ago

Your eBoss database has the ability to quickly and accurately merge two or more pages.

Sometimes, a candidate will have been entered into your system twice. Or perhaps you created two distinct client pages for a business which you now want to combine.

This is very easy to do, and will endure you lose none of your important contact data, notes, or work progress.

YOU WILL NEED

  • Two or more candidate or client pages which you want to combine

TIME REQUIRED: < 5 MINUTES

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