ITrack/Enterprise/Merging Customers
Merging Customers
Customers can be merged, causing the child customers to give parts of their data to a parent customer, who then owns that data. This includes payments, work orders, sales orders, shipping addresses and the like.
How to Merge Customers
- Open the customer list.
- Do a search that will contain the customers you wish to merge.
- It's okay to show all customers as well.
- You can also include inactive customers.
- Highlight the the first customer to include in the merge.
- Hold Ctrl and click on each customer to add to the merge.
- When done choosing customers, click the Merge button at the bottom.
- Choose your master customer. This customer will receive data from all other customers.
- Choose the kinds of data you wish to include in the merge.
- Press OK.
What Happens When I Merge?
When you do a merge, all of the data that you selected to be moved from one customer to another will be reassigned to the master customer. The child customer will then be marked as inactive (which you can still search for using a checkbox on the Customer List screen). A record of the merge is kept for bookkeeping. From then on, all merged data will look like it belongs with the master part.
Customers that are being merged from will no longer show as owning the data that was merged out of them. For instance, merging Sales Orders from Customer 1 to Customer 2 means that Customer 1 will look like they no longer have any Sales Orders.
If you later find you need to merge more data, you can still merge from an inactive customer into a master customer. Merging the same data more than once will have no effect.
More detailed information can be found about merging at Database: Merging Customers
