Merge duplicate clients

When Quoti thinks two clients are the same person, it shows a Possible duplicate card on the newer client's page. Tap Merge into the other client, then Yes, merge, and everything moves onto one client.

How Quoti finds duplicates

Shortly after you add a client, or change their phone, email or first name, Quoti looks for an older client with:

• the same email, or
• the same phone number and the same first name.

Family members who share a phone but have different first names aren't flagged. Quoti never merges clients by itself. You decide.

Merge from the client page

1. Open the client that shows the Possible duplicate card. It names the other client, with their phone and email.
2. Check that it's really the same person.
3. Tap Merge into the other client's name.
4. Read the note and tap Yes, merge.

Their jobs, quotes, invoices, requests, texts and notes move to the other client. That client keeps their own name and email. Nothing is deleted, but you can't undo a merge from the app.

Not the same person?

Tap Not the same person. The card goes away for good.

Merge from a conversation

The same check shows up in the Inbox.

1. Open the conversation. A banner says Possible duplicate of and the other client's name.
2. Tap Review.
3. Under Merge into another customer, pick the right client from the suggestions, or search by name, phone or email.
4. Tap the confirm button to merge, or Not the same person to dismiss.

When a text comes from a number Quoti doesn't know, the banner says Unknown number. Link it to an existing customer to keep one thread. Tap Link, pick the client, and confirm. The conversation and everything linked to that number move to the client you picked. If the numbers differ, the client gets the new number and the old one is kept in their note.

Tips

• Before you merge, look at both clients' history so you merge into the one with the right name and email.
• If you open a client that was merged, Quoti says Client not found. Go back and search for the other client.

Related articles

• Add a client and their properties
• See a client's history, notes and messages
• Text and email clients from the Inbox