How to Merge Client Profiles

Merging client profiles is easy in XstreamCRM! If you've accidentally created two client profiles for the same client in your CRM you can merge them into one profile.

  1. From your Dashboard click the "Merge Client," button. 
  2. Type in the client's name of the account you would like to merge in the second box and then click Save.

How to update client information from your XCRM

  1. From your dashboard search for your client's name near the bottom of the page under the "Search Clients by Name, Last Name, Email, Phone number." -or- you can click the View All Clients button and search on your client listing page. 
  2. Once you bring up the client profile, click on the blue edit tab next to their name/avatar. Edit or add the information you like and then click Save. 
  3. From the client profile you can also edit and add Family members, add occasions (like a birthday, anniversaries, etc.), notes on the client, and add notes and tasks.

Support

Additional training is located on your XstreamCRM under the Training Menu. You'll find step-by-step tutorials on how to record your bookings and manage your clients. 

If you need additional support, please submit a support ticket directly from your XstreamCRM under the "CRM Support Tickets," tab. Please also request access to the XstreamCRM Facebook page here.