Champ Software Sales Force Portal for Aha

Merge Client Records

The only way to merge two clients would be to manually move all services
over to the other client. You will only be able to move the unbilled
services over to the other client since once the service is billed the
client name field is not editable so I’m not sure this will be the case if
it’s been a year.

  • Champ Ideas
  • Aug 23 2017
  • Future consideration