Merge Contacts

brielle_ptaxesbrielle_ptaxes Posts: 4

we have occasionally had duplicates made when misspellings occur when searching or when searching clients only and not prospects. we would like to be able to merge these to clean up our contacts list.

Comments

  • rob.holcombe@canopytax.com[email protected] Posts: 15 admin

    Hi Brielle,

    Thank you for your submission. We have definitely heard this from other practitioners who are looking to clean up their contact lists as well.

    I will make sure to pass this along to the correct team.

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