Instructions for merging two customer records into one
This can be used if the same customer were added more than once or if you want to merge the records of married customers
If a customer has more than two records you can repeat these steps to merge three or four or more records into one.
*) From the Maintenance Menu, choose Merge Customer Records
(If that option does not appear, choose Customize Menu then add it back. )
Then select the customer name to be removed and then the customer to receive the removed customer's history. then Merge
The history and notes and comments are merged but the name, address, phone number and email, etc. of the first customer are not added to the second customer record.
If you need some of that information from the first customer record added to the second customer's record (e.g. as a Spouse), make a note of that information before merging and manually add it to the remaining record afterward.