Overview
Combine two or more duplicate customer profiles into a single record to avoid confusion and maintain a clean database.
Steps
In Clients > Customers, locate the duplicates via search or filter.
Click Action (⋮) → Merge on one of the records.
Select the record(s) to merge into your chosen primary customer.
Review which data fields will be kept, then confirm Merge.
Tips
Always choose the most complete record as primary.
After merging, review custom fields and notes for accuracy.