Difference between revisions of "Merge Customers"
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== Overview == | == 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 | ||
Latest revision as of 10:51, 3 March 2011
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
