Merging Contacts

During the initial import phase from the tax software and email, contacts have been duplicated - not exact copies, but contacts with various emails, owning multiple entities etc. I was told to make a feature request to merge my duplicate clients if possible - thank you!

Comments

  • Hello @SBasuCPA,

    Thank you for your submission today. We definitely have had feedback around a merge feature. I will make sure that your ticket gets added to that feature request. We appreciate you taking the time to submit today!

  • brielle_ptaxesbrielle_ptaxes Posts: 17 ✭✭

    i have had this problem as well when prospects are added but are spelled different or put in as the client's name instead of the business name and i just didnt see it before i added the client.

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