Merging client accounts can be helpful if two duplicate client records have been created for a single client and have relevant information in each that has not been created in both records.
Before you begin
You cannot merge a client who is on the waitlist screener. They must be rejected or accepted onto the waitlist before you can merge them.
You cannot merge an active client record with an archived client record. Restore the client record before proceeding with the merge.
Merging client records and accounts is permanent and cannot be undone.
How-to
Merge client accounts and records
Navigate to the Clients tab.
Select the Primary client.
Click the Actions drop-down, then select Merge.
A modal will appear asking which client you would like to merge into the primary client record.
Enter the client's name in full, then select I understand the consequences, merge [client name].
Troubleshooting
I'm unable to locate the other client record to merge with my active client record, even though they have the exact same details.
I'm unable to locate the other client record to merge with my active client record, even though they have the exact same details.
An active client record cannot be merged with an archived client record. For information on restoring a client record, click here.