Combining two listings of the same client

If the same client is listed twice, perhaps after an import, combine them into one.

1. Click Clients in the side menu.
2. Open the listing you want to keep, the one with the name written the way you want it.
3. Click More, at the top right, then Combine with another client.
4. Choose the other listing. Clients with a similar name are shown at the top.
5. Tick the box to confirm the other listing will be removed.
6. Click Combine.

What happens

• Every contact from the other listing moves to this one.
• Every job, with its estimates and invoices, moves to this one.
• The name and details of the listing you kept stay as they are.
• Details the kept listing is missing, such as the address or tax number, are copied from the other.
• Notes from both are kept, one after the other.
• The other listing is then removed.