Results for “Merge duplicate clients”

3 results

• Merging Duplicate Clientsmerge action is performed successfully Merge Duplicates from the Duplicate Finder Menu: This is useful when there are multiple sets of duplicate clients based on different parameters thatInvestwell MintUpdated today
• Clients Menu: User Guidemerge multiple clients, select the clients to be merged and in the actions dropdown shown on the top, select merge duplicates, then choose which member should the remainingInvestwell MintUpdated today
• Clientsentry records who performed the merge and when. Assigning Collaborators Introduction Collaborators allow multiple team members to jointly manage a client — e.g., RM, Sub-Broker, or ServiceInvestwell CRMUpdated yesterday