Merging a Client
To merge two client profiles:
| 1. | Navigate to the Merge Clients screen. |
Main Menu > Admin > System Tools > Merge Clients
| 2. | Use the Client Name Search field to locate the clients to be merged. |
| 3. | Click on the client profile to be merged with. |
| 4. | Click on the client profile to be merged. |
| 5. | Click Merge. |
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