If you find your have two Client records the same on your database, you can merge these together without the need to manually copy and paste over the details of one file to the next.

From an individual Client Record:

  • Click on the details Tab
  • Click on ‘Merge’
  • Start typing the name of the Client file you want to merge this record with.
  • Select it from the list when it appears.
  • Click Merge – Please note that the file you are in will be removed and any contacts and notes will move across into the other record.
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