I have duplicate clients.Can I merge or pin their profiles without losing information?
Enter the customer’s profile that you want to keep their personal data.
In the top bar you have the option other actions, inside you will find unify clients, when you click a small window will open so that you can search for the duplicate client.
When you have it, click on join clients and the 2 tabs will be joined. This action is irreversible.
In the top bar you have the option other actions, inside you will find unify clients, when you click a small window will open so that you can search for the duplicate client.
When you have it, click on join clients and the 2 tabs will be joined. This action is irreversible.
Updated on: 29/11/2024
Thank you!