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Merge Clients Profiles
Merge Clients Profiles

This article goes over how to merge client profiles together if multiples of one client have been accidentally created.

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Written by Shenai
Updated over a week ago

If multiples of a Client are accidentally created, the profiles and information can be merged to ensure all the information is kept together.

How to merge clients

  1. Navigate to Merge tools on the side tab bar

  2. Click the Merge Clients tab on the top tab bar

  3. Select Client to keep from the drop-down menu

  4. Select Client/s to merge from the secondary drop-down

  5. Toggle on or off if you want to merge block lists, client files and tag

  6. Click Merge

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