***Please note once this action is permanent and once it has been completed it cannot be undone.
Step 1:
Select “Clients” and “View Clients” from the menu at the top of your dashboard.
Step 2:
Click the 3 line button, at the top right of the table, and select “Merge Clients”.
Step 3:
Now you will need to select the clients you would like to merge. The list of clients you will be merging will be listed below.
Once you have selected the clients you would like to merge, select “Next” at the bottom of the page.
Now you are able to select which information you would like to use as the information for the merged accounts.
Step 6:
Once you have decided which information you would like to use for the new, merged account, select the “Merge” button at the bottom right corner of your screen.
Now you should see a pop-up confirming that you would like to complete the merge action and let you know once the action has been completed all records from both client accounts will be merged into the new account.
*Please ensure you are merging the correct accounts as this action is permanent and cannot be undone.
Step 8:
If you are sure you would like to merge the accounts, select the “Ok” button at the bottom of the pop-up.
Now the merge should be completed and you will be brought back to your “View Client” page. You should now be able to search the name that you chose for the merged accounts.