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How to Merge Customers

How to Merge Customers

Owned by Anonymous
Last updated: Feb 17, 2025 by Jessica Inocencio
1 min read

 

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

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

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

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  1. Click Merge button

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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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