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How to Merge Clients on Pixifi
How to Merge Clients on Pixifi
Maria avatar
Written by Maria
Updated over a month ago


How to Merge Clients on Pixifi

2. Click "Clients" in "Contacts" menu

3. Click "Merge Clients" in "Actions" menu to the right

4. Select first client to merge (you can type name into this field)

5. Select second client to merge

6. Click "Compare Data"

Tip! You can access merge menu from general list, selecting "Merge 2 clients" action from "Batch Update Clients". The only difference is suspected duplicate clients will already be selected.

7. Select which fields should be selected from which client when merging

8. Click "Save New Client" when you are happy with settings

9. Click "Yes" when prompted are you sure about merging, and you are done!


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