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:
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.
⚠️ Name, Address, Phone number, and Email address from whichever Client you "do not want to keep" will not transfer over to the one it's merging into.
5. Select Yes to confirm
Additional Notes:
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.