Download Combined Client History

You can download an Excel spreadsheet of the combined client history.

To download combined client history

1. From the > Setup > Utility, click Combine Records.

2. In the Combine Clients History section, click the icon.

The Excel spreadsheet contains the following information:

Status	This indicates if the clients were successfully combined.
Combine Date	The date the clients were combined.
Combine Details	The combined details entered for clients.
From Client Name	The name of the client that was selected as the From client.
From Client Key	The database identifier of the From client.
To Client Name	The name of the client that was selected as the To client.
To Client Key	The database identifier of the To client.
Attachments	Indicates if attachments were combined.
Contacts	Indicates if contacts were combined.
Combined By	The name of the person who combined the records.