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How to Remove Duplicate Clients


This tutorial explains how duplicate clients can be either merged or deleted

How to Identify Duplicate Clients

The select duplicate client group operation selects clients that have the same first name, last name, and business name. It will only select one of the duplicate clients and it will only select clients that are viewable in the table.

  1. Go to the Clients Component
  2. Click the Clients tab
  3. Click either the All Clients menu button
  4. Click on the Group Operations menu
  5. Click on the More Select Options menu option
  6. Click on the Select Duplicate Clients menu item

How to Merge Clients

Click here for instructions on how to merge two clients

How to Delete Clients

Click here for instructions on how to delete clients