Merging Clients

Sometimes you end up with two records for the same person. CoreHue lets you merge them.

How it works

Pick a survivor (the record that stays) and a donor (the one being merged in).

Here's what happens:

1. All linked records move to the survivor. Every booking, invoice, contract, gallery, and questionnaire that was linked to the donor now points to the survivor.
2. Missing info gets filled in. If the survivor is missing a phone number but the donor has one, it copies over. The survivor's existing info is never overwritten.
3. Tags are combined. Duplicates removed.
4. Notes are combined.
5. Revenue is added together per currency.
6. The donor is deleted.

Things to know

• Both clients must belong to your account.
• The merge happens all at once, so everything stays consistent.
• You'll see a "Client merged" entry in the survivor's activity timeline.
• Address info copies as a complete block (not individual fields).