You can merge two or more clients into an existing client record using the Merge Clients screen. Web Suite updates and rolls up related contacts, projects, invoices and payments automatically to the client receiving the merged items. Web Suite deletes the clients selected for merging while combining their attributes and properties to assign a single, common identity to them. The clients being merged acquire the identity of the client into which they are merged.
This Client Merge option is only available in the Web Suite Enterprise
and Enterprise Plus editions.
The following are descriptions of fields on the Client Merge screen:
Select Clients to Merge:
Select one or more of the displayed client records that you want to merge.
Select the Client to Merge into:
The selected client records will be merged into the client selected from this drop-down list.
Client Merge Button Panel
Find 
:
Use this field to search for a particular record in the grid. You can search for a record using full or partial ID, name or any other field.
Help:
Opens the Web Suite Help.
Cancel:
Cancels the client merging process and closes the screen.
OK:
Merges the selected clients and closes the screen.