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