Menu Path: Customer > Maintenance > Merge Accounts
This function allows user to merge two customer accounts.
- Select Source Customer account and 'Submit' (From Account)
- Select Target Customer account and 'Submit' (To Account)
Click 'Merge Accounts'. Double check the pop up message below, if OK, then click 'YES', else click 'NO'.
For Example:
Notes:
- Transactions from "Source Customer" will be merged or changed to "Target Customer"