Merging Customer Accounts

Merging accounts is an irreversible process, so be certain that this is the decision that works best for your needs. You can merge only two accounts at a time. 

BE VERY CAUTIOUS WITH CUSTOMERS WHO HAVE CREDIT CARDS ON FILE. 

• First, click on the ADMINISTRATION button  on the top RIGHT corner. of the screen
• Click TOOLS from the top LEFT of the screen.

• Once in the TOOLS drop down, select MERGE CUSTOMERS.

• In the merge customer screen, click FIND on the RETAIN CUSTOMER on the LEFT side. This is the account that will be retained.

• Search and select the account that will be retained.

• In the merge customer screen, click FIND on the DUPLICATE CUSTOMER on the RIGHT side. This is the account that will merge with the retained customer account.

• Search and select account that will be merged.

• Click MERGE CUSTOMERS to complete.