The following article will walk you through on how to merge Clients in your ISN!

You can select clients to merge in one of two ways.

Primary Method

Navigate to Clients/Agents -- Clients -- Clients and click Merge Clients

From there type the client name into the and select the appropriate result, repeating until you have all client records selected that you want to merge into one.

Alternative Method

The following article will walk you through on how to merge Clients in your ISN!

Navigate to Clients/Agents -- Clients -- Clients

Check the box to the left of the clients' records you want to merge.

Then click Action -- Merge

Merging

No matter what method you use, the following screen will then appear, and each item that is to be a part of the new profile, will need to be clicked.

Once you are all set with the information to be merged, click on Merge Clients Now:

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