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Merge 2 Client Accounts

We have 2 client accounts for 1 client. This has happened because user didn't check if client had an account before adding as a client. For data cleansing and analysis, this is a bit of a pain, producing data that is lacking for the client. It would be fab if there was an option to bring 2 accounts into 1, as part of a data cleansing exercise. Thank you.

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  • Apr 22 2024
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