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This article applies to:

  • Product: DT Practice

Merging clients

Merge clients to eliminate duplicates, or under certain other circumstances.
  1. Choose Setup > Clients.
  2. Right-click the source client and choose
    Merge Client
    .
  3. Select the destination client in the
    To
     field.
  4. Mark the
    I understand this will move historical data and delete the From Client
     checkbox and select
    Merge Now
    .