How to Merge Client Cards

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1. Find Client Cards you need to merge:

 

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2. Right click on client card you wish to merge and select Merge with Another Card:

 

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3. Find the card you need to merge with:

 

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4. Select to start process

 

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5. Review the occurrences

 

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6. Untick Check occurrences only and select Start Process

 

 

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7. Select Yes

 

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8. Select Ok

 

 

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