Steps to merge client lists
In order to merge 2 client lists into one, the list you are merging TO must be assigned to you. You cannot merge into a list that is assigned to another use.
Lists assigned to other users will appear with the user name in brackets after the list name, as below.
If you try to add the existing list to a list that does not belong to you, the message 'Save List Failed' will appear at the top of the screen.
Step 1 - Open the clients screen.
Step 2 - Select the client list tab (EG Mandy's Renewals.
Step 3 - Click Manage List.
Step 4 - Under the Add to List drop-down menu, choose the list you want to add the clients on the current list to (EG Christmas Feature).
Step 5 - Click Save.
The clients on the Mandy's Renewals list will then be added to the Christmas Feature List.
