The first step is to open <span class=""><i><b>Base7</b></i></span> and click <span class="component"><i><b>Clients</b></i></span>
Type the name of the client in the <b><i>search bar</i></b>
Click <span class="">on the <i><b>client name </b></i>to open their profile</span>
And here is the client profile.<br>
This is the <b><i>client's number</i></b>, if you know it, you can also search for his profile with this number.<br>That's it. You're done!<br>
If there are several profiles with similar details, the system will identify them and display a <b><i>Duplicates (x) </i></b>button where x is the number of duplicates found
Click on <span class=""><i><b> Duplicates (1) </b></i>to display the similar profiles</span>
Here are listed the similar profiles, and you can select all the duplicated and click <b><i>Merge </i></b>to merge them into a unique profile
Click <span class=""><i><b>Merge </b></i>to confirm</span>
Click <span class=""><i><b>Save.<br></b></i>That's it. You're done!</span>
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