With a large number of clients in your client base, it may happen that some records are duplicated. In order to keep your stats and reports reliable and make sure your clients always receive the communication you send to them, you can merge duplicate records. It is recommended to merge client records, rather than delete them, so that you don't lose valuable client details.
In order to merge client records:
- Click Clients in the left sidebar.
- Click Merge clients.
- Click Merge.
- All the information from the merged record will be displayed on the right under Merged client card. Verify the information.
- Click Merge at the top.
- Confirm merge by clicking Merge clients.