Plan: Available: All plans
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
From the Clients list, an FYI Admin, or a user in a User Group that has Permissions enabled for Edit Client, can use the Merge function to merge documents from one or more clients to the selected "Merge To" client. For example, when there are duplicate clients.
This can be used to merge documents associated with clients of any Status i.e. Active, Archived or Unmatched (from the Migration process). In the Clients list, the Merge button displays when more than one client is selected.
Before you Begin
When using the "Merge To Client" function, particular records are moved to the merge client, while others remain unchanged. The following table outlines how Clients and other information is handled when using this function.
| Feature | Details |
| Clients |
When the documents have been merged, clients from your Practice Management System will not be removed and will remain in FYI with the same status, i.e. Active or Archived. If you have duplicate clients, merge documents to the preferred client and archive the others. Refer to Archived Clients. |
| Documents |
The documents from the selected clients are merged into the selected Merge To Client. The Activity section of the drawer of the documents displays the original client. If clients are archived, and you create a new client in your practice management software (creating a new client in FYI) you will need to merge documents from the archived client to the new client. Documents and Emails will then need to be updated with a "Filed" status to appear in the active document lists. Refer to Bulk Updating of Filing Details and Bulk Update. |
| Jobs |
Any Jobs relating to the "Merge From" client being merged will not be reassigned to the "Merge To" client. First, check if there are any outstanding Jobs relating to this client and reassign to the correct client. If a job needs to be reassigned to a client, the original job should be cancelled and a new job recreated on the merged client record. |
| Tasks and Comments |
Any Tasks and Comments assigned to the "Merge From" client being merged are not reassigned to the "Merge To" client. First, check if there are any Tasks relating to this client. Users will need to open each task individually and update the task to reflect the new client. Refer to Updating and Actioning Tasks from the Drawer. |
| Automation Processes | Check if there are any Automation Processes that are still in progress that could relate to the client being merged from. Either wait for these to complete or stop them. Refer to Stopping a Process that is in Progress in Automation History. |
| Client Custom Fields | Client Custom Fields are not reset to the merged client. These will need to be manually reset on the merged client record. |
| Invoices |
Elite plan with FYI as Practice Management Source Note: Time entries can be moved to the merged client. Refer to Time and Disbursements Bulk Update. |
Steps to Merge Clients
- In the Clients list, include any columns, and set any filters or search criteria as relevant. For example, you can filter on Status to include any Archived or Unmatched clients in the list.
- Select the clients you want to merge their documents.
- Click Merge.
- In the Merge Clients drawer, select the Merge To Client. This is the client where the documents from the other selected clients will be merged into.
Note: Any archived or unmatched clients will display an "Archived" tag or "Unmatched" tag to identify active clients. - When the Merge To Client is selected, this displays the clients that will be merged.
- Click Apply.