How to Merge Customers

 

  1. Go to the customer you would like to keep. 

  2. Click the Merge Customer under the name of customer information. 

  3. Then search the customer name you want to merge the contact

  4. Click Merge Button

The Customer you merge will be automatically set to INACTIVE.

 

NOTE: Please know that this only merges SALES for the selected customer. Any contacts or address changes must be updated manually.

 

 

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