To Demonstrate this I have gone ahead and created a few clients by the name of Suresh Kumar that I will and Merge and then Demerge.

To Merge Clients go to Manage Clients in the Setup Menu.

Now search for the client by choosing the appropriate Filters in the Manage Clients window

  1. Hit OK to see the list of clients.
  2. Now, mark the clients that you want to merge together by clicking the checkbox against their name.
  3. Choose the Merge With radio button at the bottom
  4. Choose the applicant that would represent the Merged client (all other clients will be merged into this client)
  5. Hit Merge Applicant button at the bottom