Merging clients may be necessary when you create a client in Gravity Legal and also import the same client from another system. You may end up with duplicate clients. This article outlines how to merge the duplicates together.
- Navigate to Clients.
- Select the three vertical dots on the far right of the client you wish to merge into another client. Select Merge.
- In the pop-up box, search for the client that will be kept as the primary client after the merge. Once you've selected the primary client, click Merge.
- The records from the merged client will be added to the primary client.
Please note: clients created in third-party systems like QuickBooks are unable to be merged into other clients. In addition, if a Gravity Legal client is merged into a QuickBooks client, then past transactions under the old Gravity Legal client will not be recorded in QuickBooks.