Before you begin
Duplicates can split work, files and billing history across multiple records.
Recommended workflow
Search existing client names and identifiers before creating another record. Review both records before making any change.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Do not delete a duplicate that contains invoices or work history without a verified consolidation process.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team