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Clients, Merging Individuals & Their Policies

Sometimes you may wish to merge two clients who’ve just got married to form a joint client. Alternatively you may find that you’ve entered the same client twice by mistake, where one version has the motor policies and the other one the pensions. In either case you can delete one of the two (or more) versions involved, and as you do so you can choose to pass that client’s policies and documents to any other existing client record. Simply…

On the ensuing “Pass Client Details” pop-up, shown below…

 

 

Finally select the recipient client on the following “Find Address” dialogue, below, then click “OK”