When merging duplicate clients, Workiz currently retains one client record while data from the other client can be lost.

The merge function should combine all data from both client records into the surviving client. This should include contact information, addresses, jobs, estimates, invoices, payments, notes, attachments, communications, custom fields, tags, and complete client/job history.

If conflicting information exists, Workiz should either retain both values where possible or allow the user to select which value should be kept.

A client merge should consolidate records, not delete client history or data.