How Do I Merge Customers?

When I try merge Customers I am unable to do this unless I am the only user in the system.  Why is this?

Solution

The merge Customers Utility (Customers / Utlities/ Merge Customer Accounts ) looks at all tables and for this to happen only one user can be in the system.  The risk of other users opening a job or invoice has to be removed.

To merge accounts, the Account to Merge is the Account that you do not want to keep.

The Destination Account is the Account that will be retained.

A Prompt will show the details of both accounts

Run the Customer Integrity Check with History after you have completed all of the Merges.  It is not necessary to do this for each account if you are merging several at one time.

NOTE

If the Account to Merge is a Head Office or Associated Customer the related Customer records will need to be updated either manually or with the help of Infusion Support to the Destination Account’s account number.

The utility does not update these records.

EG: If you are merging Head Office account 1036 to destination account 1096 – you will need to update all customers on their “Terms” tab who have a Head Office Account of 1036 to the destination account 1096.