merge clients doesn't work
Very often when I am merging two client profiles the second profile will not pop up, I am sure I am entering the information correctly.
3
votes
Fiona Gleeson
shared this idea
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Ben Stevens
commented
This has recently started happening to me too. It is weird that I can type "John Smith" and nothing shows up, but "John S" will show all of the John Smith profiles.
But sometimes nothing will work to bring up their second profile. You can see it in the clients tab, but cannot find it to merge them.