Merge Customers

Before you can perform this task

To merge customers in a company:

1. In the Home window, on the Maintenance menu, choose Merge Records.
2. (Optional) Make a backup of your company data.
3. In the Select Record Type window, select Customers and click Next.
4. Select the customers you want to merge, and click Next.

Note: The Merge From record will no longer exist after the customers are merged.

5. (Optional) In the Select Contact Info window, select the Merge From addresses you want to save into the combined Merge To record. The number of addresses you can save depends on the number of blank addresses available in the Merge To record. (Premium)
6. If the selected customers cannot be merged because they have duplicate numbers, click Print to save the list of numbers. These numbers must be eliminated before the customers can be merged.
7. (Optional) To merge other customers, click Merge Another Record.
8. Click Finish to close the wizard.

What do you want to do?

About merging records