How do I merge customer accounts?
Tags: Customers
The OnSite system has the ability to allow a user to merge customer accounts. This can be useful for duplicate customers or companies that were bought by another. Merging customers is employee access controlled. To merge a customer, see the video below.
NOTE: Merging Customer accounts requires that you have proper access rights.
NOTE: Be careful when Merging Customer accounts:
- This CANNOT be undone
- ALL Orders and invoices, past and present are merged together
- ALL Payments and Credit/Debit memos, past and present are merged together
Merging Customer Accounts