Objective
Merge duplicate clients to ensure your organization’s customer base remains up-to-date.
Steps
From the navigation menu, click Clients
Click Merge
From the Merge action modal, search for the duplicate client
From the Merge action modal, search for the primary client
Click Copy>>
Confirm the details from the duplicate client have copied to the primary client
Click Save
NOTE:
When adding a new client from the Client View, Schedule View, or Contact Center View, the system will prompt you to use existing records if there is already a matching client record.