Multiple clients found. Click on icon to select the best matched client and advisor.

This hard warning indicates that a client name being imported matches multiple existing client names in Morningstar Office's database. To address this warning, do the following:

From the Status column, double-click the icon next to the client in question. The Select Matching Client here dialog box opens.
Click once on the box next to the client you want to map to.
Click OK to close the dialog box.
On the Blotter window, click the Save icon.
When the confirmation message appears, click OK.