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Merge Clients

We need to be able to search for clients that need to be merged. There should be a prompt to ask if two profiles have similarities.

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Kristy DeBruhl shared this idea  ·   ·  Report…  ·  Admin →
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  • MJ Shelson commented  ·   ·  Report

    Seems like AI should be able to find similar clients and make merging suggestions. Similar to what Square does.