Article Details
Id: | 16025 |
Product: | finPOWER Connect |
Type: | FIX |
Version: | 3.02.00 |
Opened: | 11/04/2019 |
Closed: | 16/04/2019 |
Released: | 15/08/2019 |
Job: | J022181 |
Combine Clients wizard; if both Clients are linked to the same archived Account, the archived Account will appear twice in the merged Client
Using the Combine Clients wizard you may merge two Clients that are the same person or organisation into one combined Client.
However, if both Clients are listed on the same archived Account, after the merge the archived Account will appear twice for the Client. The archived Account is not duplicated, rather the Client has been linked twice to the same archived Account.