Duplicate clients
I've been asking about this for a while and am hoping that someone has found a solution. At least once a week, when syncing with quickbooks, I get an error message saying that it can't sync CLIENT...
Forum Discussion
Hey Jobber Community.
my first post, so this thread is where I’ll jump in to ask for the same feature or ability to migrate client data, or even inside a job you could just change the client,
I have a few instances where I had multiple reaching out to me for different projects before I realize they work for the same company so I had two individual clients three properties on one two properties on the other before I got any billing done, luckily there’s one billing email so I was able to just add that billing email to both clients and now the office can log into the client hub and see everything under that email but again for people who are not technically advanced I think the client hub is still a ways out for some of my clients
So anyways, requesting job does do some sort of merge function or at least be able to change the client
I’m not too far into where I can’t manually move stuff over at this point, but I can imagine having technicians doing this working under me and then getting way behind. It would be a pain to try to get it all fixed.