Merge a Client entity

With an CWM <> QBO integration, it is very easy to create a duplicate entity in QBO. We have learned this will create a duplicate entity in ALT. The current resolution would be to ARCHIVE the duplicate; however, if the client paid their most recent invoice under the duplicate, they would no longer have access to those historical details.

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Upvoters
Status

πŸ€” In Review

Board
πŸ’‘

Feature Request

Tags

🎨 UX / UI

Date

About 1 year ago

Author

dgemme

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