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:
If you have any questions about this process please let us know! You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.