Autopilot
Merged in a post:
Merging Client Profiles
B
Brandy Ciaccia
There needs to be a way to merge clients, marking inactive is not sufficient enough as I want to see any and all notes and time tracked for clients and unfortunately sometimes a client is created more than once - like with a nickname
A
Amy Caldwell
In QuickBooks, if you rename a vendor, customer, etc the exact same as another (including capitalization and punctuation) it asks if you want to merge the two. It would be so helpful in FC too!
B
Brandy Ciaccia
yes, merging clients would be so helpful - especially to keep any items added to each profile or time tracking information
J
Jodelle Dorville
A merge option would definitely be useful!!!
D
Dwayne Squires
Yes PLEASE. A merge option would help us clean up things and save valuable time.
J
Jerry Stephens
Please!
Autopilot
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
Autopilot
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.
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