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How Can I Identify and Merge Duplicate Client Records?
PostedMarch 3, 2023
UpdatedOctober 24, 2024
While the Client lookup feature within Show The Way is designed to reduce the likelihood of a client having multiple records, there may be occasions when this will still occur. Fortunately, there is a simple and intuitive interface within the desktop version of Show The Way to identify and merge these records.
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