Perhaps you have met both members of a partnership on separate occassions and added them as separate clients into your database or perhaps you have noticed the same client added in twice but with different contact details each time. Whatever the case may be, it is possible to merge these two client records into one file.
How to merge
Search/select one of the client files in the clients section
Click the Action button in the top right corner
Select Merge Client
Start typing the name or mobile number saved within the duplicate file
Select the other client file when it appears in the drop down box
Click the green Merge Clients button
You should now see two contact cards merged into the one client file.
Please note; if you are aware that both parties own property separately from each other, we would not recommend you merge them into one file. Simply link each client file as a vendor to their relevant properties. There is no limit on how many vendor files can be attached to each property.