J
Jerry Stephens
Please!
Canny AI
Merged in a post:
merge duplicated clients
D
Deborah Layson
it would be nice to merge duplicated clients. Particularly if each of them have documents associated with them
Amanda Aparicio
Merged in a post:
merge contacts
T
Tanya Lawrence
Ability to merge contacts, including billing history, timelogs, projects, docs, links, etc
A
Amanda Desrosiers
Absolutely now that they have to be with QBO to bill. We could import and then move the projects to the new client
Canny AI
Merged in a post:
Merge clients
J
Jacob Bryant
It would be great if we had the option to merge clients. With FC syncing with QBO it keeps creating duplicate clients if the client name isn't exactly the same. It puts a little info in both and if moving between the 2 instead of merging there's more room for error.
Amanda Aparicio
Merged in a post:
Merge duplicate clients
J
Jacob Bryant
Merge duplicate clients