Easily find and fix duplicate client entries

We’ve made it much simpler to clean up duplicate client records in your account. The system automatically detects possible duplicates by checking key details like phone numbers, emails, and addresses, so you don’t have to hunt them down yourself.

When you merge duplicates, it’s safe and easy to undo if something goes wrong. You can see a history of merges and even export that information for your records. Whether you’re working on desktop or mobile, the new tools look great and guide you through the process.

Plus, if you have a lot of duplicates to deal with, the bulk merge feature saves you time by handling multiple merges at once. You’ll also get helpful notifications by email to stay updated on merge actions. Overall, managing your client list is more organized, reliable, and user-friendly.