How do I merge customers?

To merge customers, do the following:

  1. Click Customers in the menu on the left.
  2. Click Merge Customers at the top right of the screen.
  3. Select the customers that you wish to merge and click Continue on the bottom right side of the screen.



  4. View and choose the information from each customer that you would like to keep and click Finish on the bottom right of the screen



  5. After confirming what information you would like to merge, click the Merge button to complete the process

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