Merging 2 Clients

[mikesavage]

Can you help me merge two clients please?

[QFMathew]

Hi @mikesavage

As above, can you PM further details please?

[mikesavage]

Certainly, I don’t have a PM button on your avatar though

Thank you for your help

[Jacqueline_Ardron]

Thank you mathew,

Details removed from public view

Most grateful
Jacqui

[eftlizzie]

Good Morning I have 2 clients that need merging, can you help with this please? Thank you

[QFMathew]

Hi @eftlizzie

This feature was actually added to accounts a little while ago.

If you go to the client that you wish to be the final one (e.g you wish to merge another client into this one), click ‘More Options’ and select ‘Merge Client Record’:

It will give you a few options and guide you through the process.

Hope that helps!

[Edit]
Here’s a link to the original announcement for anyone interested:

New client and supplier merge tool

We are pleased to announce that a new client/supplier merge tool has been added to QuickFile that will allow you to easily merge any duplicate client or supplier records you have. For some time now we’ve been helping users address such issues using our own back-end tool. We have now integrated this same tool into the core application. You can access this tool in the “More Options” menu on the relevant client or supplier screen. This works on the basis that you are merging any other record into …

[eftlizzie]

That is brilliant. I must have missed the update. Thank you so much I have now tidied up all the accounts. Have a good day.