Merging clients is an essential step to maintaining a clean and organized database, ensuring accurate client information, and avoiding duplication. Follow these step-by-step instructions to merge duplicate clients in your workspace efficiently.
Merging detected duplicates
Navigate to the Clients section from your workspace menu.
If duplicates are detected, you’ll see an option labeled Duplicates found. Click on the Review option.
A list of duplicate client records will appear. Select the Review button next to the record you want to address.
Check the Merge Result Summary.
Click on Continue to proceed with merging the client records.
A Merge client records window will appear. Verify the information and select Confirm to finalize the merge process.
Verify the Merge back in the client section.
Merging duplicates manually
If our system didn't detect those duplicates or you would like to merge any clients manually, follow these steps:
Navigate to the Clients section from your workspace menu.
Select any clients using the checkbox
At the bottom right, in the "more actions" menu, click "merge"
Check the Merge Result Summary.
Click on Continue to proceed with merging the client records.
A Merge client records window will appear. Verify the information and select Confirm to finalize the merge process.
Verify the Merge back in the client section.
Merging clients helps you:
Avoid confusion caused by duplicate records.
Maintain a single source of truth for client information.
Enhance the accuracy of your reports and billing.
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.