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How to Merge a Client
How to Merge a Client
Melissa avatar
Written by Melissa
Updated over a week ago

To merge a client

1) Go to the Client card that you wish to keep.

2) Tap Settings on the Client Card Menu

3) Tap Merge Client
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4) Agree to the warning

5) Search for the client you wish to merge into the current client card in the space provided

6) Once selected, you will see both client details. Tab Merge Client to complete the Merge Client.

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