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the merge feature helps keep your client list organized by clearing out any duplicate entries from your database once youve enabled this setting youll be prompted if you were to add a new client in thats already in your system so if i was to add a client in thats already in so if i add in shortcuts as a new customer it will pick up the customer if theyre already in your system so here you can see theres two options are we going to keep this client as a separate client or are we going to merge with the existing client so im going to merge them all together or im going to keep them separate so for this example im going to keep them separate im going to press done because i know theyre a separate person now to perform a client merge you might like to do this outside of your business hours because it will reboot your shortcut system and it can take a few minutes and you might wish to do this at least once a week just to keep on top of it so if we click on clients then we click