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Merge Duplicate Clients



  • Kiran S.

    Hi Dean!

    While there are some factors that will prevent you from merging certain clients, you should still see the Merge button appear near the top of the page with the other action buttons when you select multiple clients. I would reach out to the support team about this with the names of the clients that you are trying to merge! 

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  • Dean Plausteiner

    There is no merge button after selecting required the clients. What am I missing?

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