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Two Clients, One Mobile Number

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A client’s mobile number is their Quilia sign-in, so it can belong to only one client. When a new client’s number already belongs to another client, the alert email has a Move the number button.

It opens the new client’s case with Transfer phone number ready. Check the names and click Transfer: the number moves, and their invitation goes out in the same click. Each client keeps their own account and sees only their own case.

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Transcript
Two clients with one mobile number? Only one of them can sign in. Here is how to move it. In the email, click Move the number. Quilia opens the new client's case, with Transfer phone number ready. Check the names, and click Transfer. The number moves, and their invitation goes out in the same click. Each client keeps their own account, and sees only their own case.