Troubleshooting: How Do I Merge Duplicate Client Records?


I have duplicate client records in PractiFI. How can I remove the duplicates without losing any client information?


The solution is to use Salesforce’s built in Merge Entities feature. This is typically done by your system administrator. Here’s how.


Process A

Copy the link below and paste in your browser’s address after you log in to PractiFI.

Search for the client you want to merge












Find ‘Entities’ tab and click it