Select the
client records to combine.
| Field | Description |
|---|
| Combine Existing
Clients
|
This option is automatically selected.
When you combine records that contain one or more attached documents, all documents from both records are attached to the new record.
|
|
Client
|
Select the
client record(s) that you want to merge by performing one of the following actions:
- Click
Insert to insert a new row in which you can use the
Client lookup to select one
client record.
- Click
Lookup/Insert to display the
Client lookup, where you can select one, more than one, or all
client records.
|
| Name
|
This field displays the name of the
client. Click this field to go to the
Client Info Center, where you can modify
client data.
|
| New
Client
|
Select the existing
client record to which you want to merge records.
|
