In the Customer section, you can add, delete, edit, or merge customers. In this article, you will find information on how to merge two customers together.
- Click the Customers section on the left menu bar
- Click the blue "MERGE CUSTOMERS" button on the top right corner of the customer list
- Fill out the names of the two customers you wish to merge, then click "CONTINUE"
- Choose what fields from each customer would you like to keep, then click "CONTINUE"
- Confirm the profile information of the new "merged" customer
- Click "COMPLETE MERGE"
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Please note when you merge customers, RO history will NOT be lost.