Hello Sage Community!
Does anyone know how to merge two customers together if they are duplicated in the system?
Please advise, much appreciated in advance! Amanda
Hello Sage Community!
Does anyone know how to merge two customers together if they are duplicated in the system?
Please advise, much appreciated in advance! Amanda
Hi Amanda,
There are two ways to mergo customer data in Accounts Receivable.
First, you can void all of the activity from one customer and re-enter it to the new customer.
Second, if that option isn't feasible, our Expert Services team can merge the data for you. If you would like a quote for that service, let me know and I can have somone reach out to you.
Thanks!
*Community Hub is the new name for Sage City