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This article applies to:

  • Product: Practice CS
  • Subject: Setup

Merge clients

Merge clients to eliminate duplicates, or under certain other circumstances.
  1. Select
    Setup
    , then
    Clients
    .
  2. Right-click the source client, then select
    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, then select
    Merge Now
    .

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