How to merge clients
Note* Merging clients cannot be undone
1. Start from Dashboard
2. Click on Clients
3. Select the 2 clients you would like to merge
4. Click on Merge
5. Select the primary client
All other clients will merge into the primary client
6. Click on MERGE
Note* Merging clients cannot be undone
7. Confirm you would like to merge the clients
Select the "I understand and want to merge these clients" and click "OK"
Note* Merging clients cannot be undone
8. You will then receive confirmation the clients have merged successfully
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