Merge Customers
From TrueERP wiki
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