Merging Duplicate Clients | Scribe

    Merging Duplicate Clients

    • Yonatan Sklar |
    • 9 steps |
    • 3 minutes
    information ordinal icon
    Tip! Every hour, duplicate clients are automatically merged. Below is how to merge clients manually
    1
    Navigate to [https://crm.yaalago.com/dashboard](https://crm.yaalago.com/dashboard)
    2
    Click "Clients"
    3
    Click "Merge"
    4
    Click the "Search Clients" to locate the clients you would like to merge.
    5
    Select the clients you want to merge.
    6
    Click "Submit"
    7
    Click the buttons for the information you want to save. Whatever is highlighted in blue will be saved, the rest will be overwritten.
    8
    Click "Submit" to complete the merging process.
    9
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