TIFIN Wealth

Navigate to a client or prospect record and click the 3 dots to the right of their name to:

1. Edit Name or Update Email Address
2. Move a Prospect over to a Client record
3. Delete an individual
4. Add to Household
5. Merge Two Individuals Together
    
   
    

1. Navigate to a client or prospect record and click the 3 dots to the right of their name to:
   1. Edit Name or Update Email Address
   2. Move a Prospect over to a Client record
   3. Delete an individual
   4. Add to Household
   5. Merge Two Individuals Together
       
      
       

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To merge two contacts together, click the 3 Dots (on the right hand side) of the individual you will be merging into into another profile:

Select the profile/individual you'd like to merge into &gt; click Merge:

A warning window will popup informing you that a merge is an irreversible action. Please ensure that you understand which contact is being merged into the other, as the former (person A) record will cease to exist upon execution. Once you have verified the information is correct &gt; click Continue:

To confirm you'd like to proceed with the merge and to acknowledge the warning message, type in "merge accounts" &gt; click Merge Accounts to submit:

1. To merge two contacts together, click the 3 Dots (on the right hand side) of the individual you will be merging into into another profile:
2. 
 
3. Select the profile/individual you'd like to merge into &gt; click Merge:
 
 
 
4. A warning window will popup informing you that a merge is an irreversible action. Please ensure that you understand which contact is being merged into the other, as the former (person A) record will cease to exist upon execution. Once you have verified the information is correct &gt; click Continue:
 
 
 
5. To confirm you'd like to proceed with the merge and to acknowledge the warning message, type in "merge accounts" &gt; click Merge Accounts to submit:

Editing & Merging Clients Records

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Editing Contact Details

Merging Contacts