How to Merge Duplicate Clients.

How to remove/delete any duplicates using our merge tool.

Rob Smith avatar
Written by Rob Smith
Updated over a week ago

Noticed that you have 2 client profiles for the same client?

Slick can clean up your client list in 1 simple step.

  • Click on 'Clients'.

  • Then click on 'Find & Merge Duplicates'.

  • To check a profile and ensure the details are correct, click 'View':

  • To merge a profile, click 'Merge' !

That's it! You're done!

FAQS

  • Q: Will notes be merged?
    A: Yes. Slick will automatically merge any notes from any of the profiles back to the master profile.

  • Q: There are 2 clients the same but they are not listed here, why?
    A: Unless they share the exact mobile number then we will not merge them.

    For instance:
    Emma - 077091234568 and Emma J- 077091234568  = EXACT
    Emma - 077091234567 and Emma J- 077091234568  = NOT EXACT

  • Q: Can i un-merge profiles?
    A: Yes. Please contact Slick via Live Chat if you wish to un-merge a profile.

If you have further questions that haven't been answered in this article then please reach out to us on Live Chat via the chat bubble in the bottom right corner!

Did this answer your question?