Merge Clients Dialog Box

1. In the Source Client box, click the magnifying glass icon. The Select Client dialog opens.

2. In the Available Records box, highlight the client you want to integrate into another client. Click OK. You return to the Merge Clients dialog and the Source Client box is populated.

3. In the Target Client box, click the magnifying glass icon. The Select Client dialog opens.

4. In the Available Records box, highlight the client into which you want the source client to be merged. Click OK. You return to the Merge Clients dialog and the Target Client box is populated.

5. Click . A message appears that indicates that your clients have been successfully merged. Click OK. You return to the Clients spreadsheet.

6. Double-click on the merged client's name. The client will open and the accounts, plans, etc. reside in this client file.

Note: You cannot reverse this action.