T
Terri Evans
Please put merging duplicate clients at the top of your list. If we create a client in order to send them a proposal, and THEN they accept and give us access to their QBO file, we now have 2 clients with the same name - one with the signed proposal and the other with the QB connection. It would be much better to have all of this information in one client altogether.
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
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