Merging Customers

Created by Elizabeth Whyte, Modified on Wed, 3 Jul, 2024 at 2:00 PM by Elizabeth Whyte

Follow the below steps to perform a merge of customers:

Navigate to the Customers page, use the available search, and filter options to locate the customer records you wish to merge.
Select the checkbox to the left of a customer record to produce an additional actions menu, including the option to merge.
Select the Merge option to open the Merge pop-up window.
From the pop-up window, select the customer record that contains most of the information you wish to retain and click Next.
If necessary, add any additional information to the merged customer, and then click Next to proceed.

The final page will display a summary of the merged customer's details, including all current and past Agreements. Take the time to review the information for accuracy, and once satisfied, select Merge to finalise the merging process.

Note: If a customer has accepted Agreements with different contact details, merging their accounts is not possible if both Agreements are active. Merging active accounts could result in one of the Agreements being hidden, making it difficult for the customer to access or manage that specific Agreement. To resolve this issue, it is necessary to complete or cancel one of the Agreements before merging the accounts can be carried out.