Merging clients overview

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Occasionally you may need to merge the information for one client with the information for another client, as in the following scenarios.

In each case, you can resolve the situation by merging one client into another client. You can merge multiple clients into a single client by repeating the process and using the same destination client.

Note: When you merge clients, much of the information for the source client is deleted and the information for the destination client is retained.

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