Merging clients
Created:
2018-07-04
Last updated: 2019-12-03
Last updated: 2019-12-03
Post view count: 1166
Sugester allows you to easily merge few clients. This feature is especially useful, if you have duplicated records in your clients database. To merge few clients into one, just select CRM > Clients, mark clients names with checkboxes, and from the top menu select Merge.
You will be transfered to the merged client's profile. After verifying data hit Save on the bottom of the page.
You will be transfered to the merged client's profile. After verifying data hit Save on the bottom of the page.
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