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Merge Customers

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Overview

  • Select Customer LIst from the Sales menu
  • Select the customers that requrie to be merged by holding Crtl button down on your keyboard

- Click on the active customer to be retained first then the other customer to merge - (the customer with the . is the active customer and the info will be merged into this one) - (the customer with the > is the customer to be merged and will become unactive)

  • When the customers are highlighted right mouse click and select merge
  • The system will merge all the details and to view the history select the now merged active customer