How To Merge Client File

When you encounter duplicate files for a client's name, you should merge them into a single file. This will ensure the quality of your data.

1. Open the two client files involved - this should be the one to be deleted & the one to be used mainly.

Tip: For easier referencing, do this in split windows.

2. Check if the Client Details are correct. Add on additional details if there from the duplicate file to the main file.

3. Go to every service tab and check if there is information stored under the Duplicate file. If you happen to see information on the duplicate client file, and it is not available on the main one, add them accordingly.

This applies to every service tab, including Document

4. Check if there are any Notes on the Activity Timeline from the Duplicate file and add them accordingly to the Main File. This is to make sure any stored information would still be available after deletion.

5. Once clear, go back to the file that is to be deleted and type in "Delete" on the Last Name section.

Though this is not needed to be done, we highly recommend doing this to have a clear indication what file is to be deleted.

Note: We cannot delete primary contacts on the Client File page. We can only delete the secondary and other contacts on this page.

How To Delete Client File

Please note that only those with Business Owner access can delete client files. If you only have an Admin/ Adviser access, please reach out to your team with Business Owner access to request deletion.

1. Go to the Client Tab and filter the search by typing in "Delete" on the Last Name.

2. Once searched, on the right side of the screen, look for the 3 vertical dots and click on it. Select 'Delete' to finish.

For further questions, connect with your TAP Team.

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