Sometimes a customer can be entered more than once. To merge a customer’s history with another,
- Select the Cust icon on the program’s toolbar
- Locate the customer record that you would like to be merged into another and right click and select Merge Customer History
- An active screen will appear asking if you want to move the transaction history for the selected customer to another customer record, select Yes
- Locate the customer that you would like to merge the previously selected customer with and press Select
- The Please Approve Your Selection screen will appear, select Yes
- Once the process is complete, the Transaction History Successfully Moved screen will appear, select OK
- The Leave Original Customer Record? screen will appear, select your desired option based on what you want to do
