Merging clients - Keep the data without overwriting it

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  • Official comment
    Tim

    We keep the primary account information, if any, when merging. If the secondary account has information in fields that the primary does not, then we will retain that information as well. 

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  • Genevieve Grossmann

    Yes i know. We are losing a lot of contact information because of this.  (EZ facility let us retain all of the emergency contact info)  

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