Administration - Client Manager

Answered

Heather Bigelow

• April 09, 2026 21:03

Hello,

The Client Manager seems to be missing the button to actually merge or delete the client. If it's actually there, the UI might need a tweak to make it a little more obvious.

1

• Official comment

  

  Amy H

  • April 10, 2026 17:32

  Hi Heather,
  
  Thanks for reaching out. In the modernized Client Manager, the Merge and Delete actions appear at the bottom of the screen after you select one or more clients. I’ve attached screenshots here for clarity.

  • Merge is the blue button on the bottom right, under the Client Account to Discard
    

  • Delete is the dark pink button below the warning message
    
    

  I’ve also added your UI feedback to our Client Manager enhancement requests for our development team to review.

  Thank you for your continued support and for helping us improve the experience!
• 

  Heather Bigelow

  • April 13, 2026 20:34

  Thanks! I'm embarrassed I missed needing to scroll down. :) With the screenshots, it's pretty obvious, so I retract my feedback.

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• 

  Amy H

  • April 28, 2026 16:41

  Hi Heather,
  
  Not a problem at all! The move from the classic view to the modern layout puts those actions lower on the screen, so it’s easy to miss on first glance. Thanks for the update!

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