Add a new client in a couple of clicks, bring related clients together into a household using client groups, and fix records that have ended up wrong - one person with two records, or two people sharing one. Merge and Split are the two halves of that fix, so they are both covered here.
Create a client
Most clients arrive on their own: Marloo adds a record for anyone who appears as a meeting attendee on your connected calendar. See Manage your client list for why those contacts appear and how to tidy them away. The steps below are for when you want to add an ad-hoc client yourself.
Go to the Clients tab and click Add new > New client.
Add an email address if you have one. Email is now optional - you can create a client without one and add it later.
Set the type: Individual, Company, or Trust. There is no separate SMSF type - an SMSF is a trust, so choose Trust. See Set up an SMSF below.
Save. The client record is created and ready to use.
Got the type wrong? You can change it between Individual, Company, and Trust from the top of the record at any time.
Set up an SMSF (self-managed super fund)
There is no separate SMSF record type in Marloo. An SMSF is a trust, so create the fund as a Trust record and name it after the fund.
Go to the Clients tab and click Add new > New client.
Enter the name of the fund, for example "Cosgrove Superannuation Fund".
Leave the email field blank. Email is optional, and an address can only sit on one record - see Good to know below.
Set the type to Trust, and save.
Already created the fund as an Individual? Change the type from the top of the record at any time - you don't need to start again.
Link the fund to its members
A fund with two members who also hold assets personally is usually set up like this:
one Individual record for each member
one Trust record for the fund itself
one client group containing all three
That single group is enough. You do not need one group for the fund and its members and a second group for everyone together - the individuals and the fund all sit in the one group.
To add the fund to a group that already exists, open the group and click Add member. See Create a client group (household) below.
Good to know
Don't put a member's email address on the fund. Marloo uses the email address to attach calendar meetings and synced emails to the right profile, so each address can sit on only one record. Put it on the member's individual record and leave the fund's email blank. There is no override to share one address across several records.
The fund's Overview won't list members or trustees. A Trust record behaves like an individual profile, and the Members section only appears on group profiles. To see the members together, open the client group instead. The Overview is auto-generated by record type and can't be edited to add sections.
A group can't be added to another group. If Add member won't accept your fund, check whether the fund was created as a client group rather than a Trust record - often with the same people who are already in the family group. Create the fund as a Trust record and add that to the group.
Create a client group (household)
Client groups bring related clients together into a household, a couple, a family, company directors, so you can see them as a unit while keeping each person's record intact.
Go to the Clients tab and click Add new > New group.
Pick the people you want in the client group.
Marloo names the client group for you automatically. Change the name if you'd prefer something else.
Save. The client group is created with everyone you added.
Add someone to a client group later
Open the person's profile - you'll see which client group(s) they're already in.
Search for another client group, select it, and click Link.
A client can belong to more than one client group.
Merge duplicate records
The Merge function is purely for de-duplication - bringing together a single individual who has ended up with more than one record (for example, because they've used two different email addresses).
Go to Clients and find the duplicate record.
Click the ⋮ (three dots) next to the client's name and select Merge.
Search for the record you want to keep, and confirm.
All meetings, uploads, and emails from both records are combined into one profile. Merging is permanent and cannot be undone - verify both records before confirming.
Merge is not for joining different people together. To link a couple, family or any other related clients, create a client group instead (see above). If the same person just has a second email address, you do not need a second record at all - add the address to their existing record. See Client View FAQ.
Split a record that holds two people
Split is the counterpart to Merge. Where Merge combines duplicate records of the same person, Split separates a record that has ended up holding more than one person. It takes one client that has more than one email address on it and turns it into a group, creating a separate member for each email. The usual case is a couple or two individuals captured under one record (often because their emails got merged together), where you actually want them as separate people inside a household.
Open the client you want to split from the Clients tab.
Click the ⋮ (three dots) next to the client's name, top right.
Choose Split.
The Split client window lists one member per email address found on the record. Check the addresses are right, and edit any that aren't.
Click Split client.
The record then becomes a group, with one member created for each email address. Each person appears under Members on the group's Overview.
Good to know:
Your history stays put. Notes, files, meetings, documents and the AI summary all stay on the group, so nothing is lost.
New members start empty. The individual members created by the split begin with no attached data of their own. Anything added from here sits against the member or the group it relates to.
The record type changes. Before splitting it's an Individual; afterwards it's a Group. You can add more people later with + Add member.
Split only appears when there are two or more email addresses on the record. If a client has only one email address, the Split option will not be visible in the menu. Add a second email address to the record first, then use Split.
Split is unavailable while the client is in a group. Remove them from the group first, then use Split.
A couple who share one email address
Split requires at least two distinct email addresses, so it cannot separate two people who share one address. You do not need a placeholder email either. Create the second person as their own record and group them instead - this is quicker than Split and does not require a second email address at all.
Create a new client record for the second person. The email field is optional, so you can leave it blank.
Go to Clients > Add new > New group and add both people to form a household group.
Related articles
Manage your client list - sorting, tagging, filtering, and tidying non-clients.
Bulk upload your client list - creating many clients at once from a spreadsheet.
How Client View works in Marloo - the client profile and everything it holds.