Merging 2 clients

1- Locate the duplicate

The mobile or telephone icon in red indicates that there is a duplicate customer that already has this phone number.

In the customer's file, you will see a red icon for the number of duplicate customers with the same phone number.

By clicking on the red notification square; you will see a list of clients who have the same number associated.

2- Click on the 3 dotted icon to the left hand side of the Client's File and select option: Merge 2 Clients

3- Once the new page opens; you can search for the duplicate client with the same phone number.

4- Use the arrows in the center to switch between which client file you would like to update and which you want to delete. Note that this is a merge, so all data from one client will be transferred to the existing client.

5- Once merged, you cannot undo this action. This is why we have added a warning message before the merge is completed.

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