Previously found at 6-9-8 from the main menu, now you can do this from the customer file, 6-2 from the main menu.

 

There are occasions where it will be necessary to "merge" two customers in to one account.  You can use this function to merge customers. When two customers are merged together, all invoice and contract history are converted.

 

To begin, open the customer file, 6-2 from the main menu, and right-click on a customer that you wish to merge into another customer.

 

When you right click on this customer, select "Merge Into".

 

 

A Customer Merge screen will appear. Click in the field labeled Select Customer to Merge Into, then choose a customer

 

Finally, click on the Merge Into button, and acknowledge.