The Merge Client tool is a great way to help clean up your Client list. For example, misspelled Client names may result in duplicate Clients. Follow the steps below to merge Clients:
1. Navigate to: Clients > All Clients
2. Select the client you do not want to keep
3. Select Merge Client
4. Select the Client you would like to Merge with - this will deactivate the first Client & reassign all of its Jobs, Contracts, & Contacts to the selected Client on this screen.
5. Select Yes to confirm
- If your account is synced with Quickbooks, be cautious about merging a synced Client with an un-synced Client. If possible, always merge with Clients that have synced to Quickbooks.
- There is no functionality to "un-merge" Clients.