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.
25
votes
Kristy DeBruhl
shared this idea
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Isabel Johnson
commented
There should be an option to search for duplicate profiles, looking for matching names/phone numbers/email addresses and then allowing for those profiles to be merged. The current process is very frustrating.
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Nadia Vlas
commented
Please add a feature that allows all duplicate client accounts in the system to be displayed in one consolidated list for easy review and merging.
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MJ Shelson
commented
Seems like AI should be able to find similar clients and make merging suggestions. Similar to what Square does.
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Amanda Buchanan
commented
We need to have a way to access the duplicate clients in our listing. We could then merge the names just as we do in the client list.