Has anyone else run into the issue where you cannot merge clients because they have a client request assigned to them? The contact that would be going away doesn’t have any work associated with that contact so I am not sure why that would be an issue. I don’t think there will ever be a time where they won’t have a client request section. So I guess this feature is useless to me. ☹️
Has anyone done this successfully? Do you have a work around for this issue?
