How to merge 2 customers together

To merge customer records, follow these steps:

1. From the main menu, navigate to Marketing > View Customer/Prospect. Search for and select the customer record you want to keep, noting the customer reference number

   
   

2. Within the selected customer record, go to Actions > Merge Customer.
   
   

3. You will be redirected to the marketing search screen. Search for the customer record you want to merge (the one you no longer need on the system) and merge it with the original customer you selected.
   
   

4. To proceed with the merge, confirm by selecting Yes.
   
   

5. A new window will appear, allowing you to merge specific information into the customer record you are keeping. Check the boxes next to the information you want to retain and click OK to confirm the merge.