If you notice duplicate clients appearing on your lead, quote or projects, you can merge them together to retain information and transaction history.
Warning!
Merging suppliers is an operation that CANNOT be undone!
Be 100% sure you want to do this.
From the client dashboard, Search for the duplicate client.
Open the details page of the duplicate client you want to merge (remove). In the details page footer, select Merge Client.
Review the Merge Client popup and select the Target Client you want to merge the duplicate into. Note: The Source Client will not appear in the Target Client list.
Items that will be merged include the following. If you do not see an item in this list, it will not be merged.
- Leads
- Quotes
- Projects
- Stock Sales
- Assets
- Recurring Projects
- Invoices
- Credit Notes
- Contacts
- Client Custom Prices
- Client Expense Purchases
Click Save to merge the client.
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