Merge customers

If you have created several customer files for the same customer by mistake, you can merge these files. To do this, follow these steps:

💡 The work orders and the exchanges from the different merged customer files will be kept.

1. Go to the “Customers” module.
2. Find and select the customers you want to merge.
3. Click on the “Merge” button.

   

4. Select the customer file you want to keep.
5. Click on the “Merge” button.