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How do I get rid of client duplicates?
- Decide which "client" will be the master account.
- Rename the client first/last name or organization to differentiate the record from the other records.
- Go to the Events for that client that are assigned to other client records
- On the event information page under the General tab, at the bottom there is a button called "Change Assigned Client". Click on that button to reassign to the correct client.
- Once all of the events have been reassigned, go back and delete the unused clients.
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