Noticed that you have 2 client profiles for the same client?
Slick can clean up your client list in 1 simple step.
In Menu, click on 'Merge Duplicate Clients'
Here you will see a list of all EXACT duplicate clients.
An exact duplicate is 2 client profiles that share the same mobile number
To check a profile and ensure the details are correct, click 'View'
To merge a profile, click 'Merge'
That's it! You're done!
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.
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 if you wish to un-merge a profile.