To combine two customer records :
1. Clients
From your menu, select the Clients section.
2. Client file
Select one of the clients records you want to combine.
3. Combine customer records
Scroll to the bottom of the page and click Combine this client record with another.
4. Combine your clients records
In the editing tool, the information from the first record will be displayed on the left:
- Client Name
- Company
- Billing Email
- Cell Phone
- Office Phone
- Fax Phone
- Billing Address
You will then need to select the second client record. Click “Please choose a client record to combine.”
4. Combine your clients records
Select the desired client record from your customer list.
4. Combine your clients records
When both customer records are displayed, you will have the option to select which information to keep.
Simply click on the information you want to keep.
4. Combine your clients records
Once your analysis is complete, tap Combine.
You will now find a single customer record with the selected information.