• Clients of class Client or Prospect can be merged with other clients of class Client or Prospect
• Clients of class Administrative can only be merged with other clients of class Administrative

• If Client A is active and Client B is inactive, all of client A’s engagements become inactive
• If Client A is active and Client B is inactive, all open schedule items (including projects and tasks) are canceled, except for scheduled phone calls.

• Practice CS retains Client B’s information and deletes Client A’s information
• Referred by field
  • Other clients referred by Client A are now referred by Client B
  • Clients referred by Client A’s primary contact are now referred by Client B’s primary contact

• Practice CS deletes Client A’s primary contact
  • If a deleted contact was also a preferred and/or billing contact for another client, Practice CS uses that client’s primary contact as preferred and/or billing contact
  • If a deleted contact was also an additional contact for another client, Practice CS replaces the additional contact with Client B’s primary contact
• Practice CS adds preferred contact, billing contact, and additional contacts from Client A as additional contacts for Client B
• Other clients referred by Client A’s contact are now referred by Contact B’s contact

• Engagements assigned only to Client A are changed to Client B’s engagement
• Engagements assigned only to Client B are unchanged
• If an engagement is assigned to both Client A and Client B, Practice CS retains Client B’s engagement setup and deletes Client A’s engagement setup, including rates, recurring bills, surcharges, links, and custom fields

• All of Client A’s projects are merged with Client B’s projects
• Client A’s projects are unchanged except for the assigned client
• Client B’s projects are unchanged
• If a project for Client A is assigned to an engagement that is already assigned to Client B and the project has the status of inactive for that engagement, then Practice CS cancels Client A’s open projects for that engagement

• If Client A was a parent to other clients, then Client B is the new parent to those clients
• If Client A was a subsidiary to other clients, the parent/subsidiary relationship is lost
• Practice CS retains all of Client B’s information and deletes all of Client A’s information, including billing instructions, A/R options, invoice & statement delivery, and saved credit cards and bank accounts

• Client A’s client links and custom field values are deleted
• Client B’s links and custom fields are unaffected

• Client A’s notes are deleted
• Client B’s notes are unaffected

Client A’s history is lost

• Client A’s time and expense entries transfer to Client B, including links and custom fields
• Transferred amounts are marked as overridden to prevent recalculation

• Remote entries in Client A’s Integrated Entries tab transfer to Client B
• Remote time entries transmitted for Client A after merging produce a "client not found" message on the Integrated Entries tab

• Invoices for Client A are transferred to Client B, including links, custom fields, and changes made in Compose
• Invoices in Client A’s Integrated Invoices tab are not updated for Client B and need to be sent again from UltraTax CS
• The following rules apply when Client A has invoices printed to NetClient CS.
  • If Client A’s billing contact is not the primary contact, then the billing contact is transferred to Client B along with portal information
  • If the billing contact is the primary contact, then the contact is deleted
  • All invoices remain in the existing portal

• Receipts for Client A transfer to Client B
• Pending receipts for Client A in the Integrated Receipts tab are deleted
• Pending receipts for Client B in the Integrated Receipts tab are unaffected
• Accepted credit card receipts for Client A transfer to Client B
• Pending credit card receipts for Client A transfer to Client B and can be resubmitted
• Credit card receipts for Client A that were declined due to error are transferred to Client B and can be resubmitted
• Saved credit cards and bank accounts for Client A are deleted

• If service charges for merged clients were posted on the same date, they are combined
• If Client A and Client B use different service charge rates, any of Client B’s service charges that are comprised of service charges merged from Client A are marked as overrides

• Interactions for Client A are transferred to Client B
• Practice CS replaces the contact for merged interactions with Client B’s primary contact
• Client B’s interactions are unaffected

Client-specific schedule items include scheduled phone calls, to-do items, and meetings. Also see the Projects tab section earlier in this topic.

• Client A’s schedule items are transferred to Client B
• Client field is changed to Client B
• Transferred items include assigned staff, calendar entries, and all types of custom fields and links
• With Contact field for scheduled phone calls is changed to primary contact for Client B

File transfers for Client A are transferred to Client B

Recorded events for Client A are transferred to Client B