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Merge Duplicates

brielle_ptaxesbrielle_ptaxes Chief HelperPosts: 95 ✭✭✭✭

We need to be able to Merge Duplicates! we will occasionally put in a prospect or lead to follow up and the information may be limited. as a result when we add the Client at conversion they may not come up in the search but we later see that it is a duplicate. this can be the result of not knowing the legal name of the entity. some times our bookkeeping team will have a client and then the tax resolution team creates the client as well and that will also cause a duplicate, since they have a limited view.

i apologize if this is already out there, i searched and didn't see it, which surprises me.

7 votes

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