How to Merge Client Profiles

Steps to Merge Clients

  1. In the left sidebar, click the people icon to open the Clients module.

  2. Click the settings icon located in the toolbar above the client list.

  3. Select "Merge clients" from the dropdown menu that appears.

  4. A form will appear with two fields:

    • Merge from — select the duplicate profile you want to merge

    • Merge to — select the profile you want to keep

  5. Click "Merge" to complete the process.


Was this article helpful?