Merging clients overview

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

  • You want to remove old clients from your database but retain historical financial data
  • A staff member left the firm and took some clients along
  • Staff mistakenly set up duplicate clients and entered time for both duplicates

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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