You can merge multiple clients into one if the same client was added multiple times by mistake.
Important! You can merge retail clients only. If you need to merge wholesale clients please contact our customer support department.
- Feature: Customers Merge
To merge retail clients
- On the Company tab, click Clients, click the Duplicates tab, find the group of duplicate clients that you want to merge, and then click Merge All.
Note If you want to merge some of the duplicate clients in the group, select the check box next to the clients that you want to merge, and then click Merge.
Tip You can click Dismiss to cancel the selection.