Merging customers in hosted

SmsLouise

Hello. I am trying to find a way to tidy up our customer list.

We have multiple customers that have multiple branches and they have all been entered as separate customers. When it comes to statements and receiving payments it is messy and time consuming when figuring out a remittance advice and assigning the total payment across multiple 'customers'.

I now want to have one customer and create a 'job' for each branch, then the actual individual job numbers under the branch.

So far i have not had any luck in finding the information so here I am, asking the community!

Louise

Acctd4

Hi Louise

Change each of them to the main Customer name you want to use - It will come up with a message that the name already exists in the list & will ask if you want to merge them ☺️

NOTE: You need to make sure you enter the existing name EXACTLY as it is, otherwise the system won’t recognise that it’s the same 😬 If you don’t get the prompt, it means you’ve not done that so make sure you replicate with the same, exact format incl full stops, commas, brackets etc

(You’ll need to do this for each name separately as there’s no bulk selection/merge ability though 😩)

SmsLouise

Thank you.

I tried this and it pops up with 'This name is already in use and cannot be merged. Names with subnames cannot be merged.'

Is this because there is open jobs under it? Is that what a 'subname' is?

Acctd4

Ahh … yes, you would need to move the job(s) from under it first (To do this hover over the little diamond to the left off the job name then click & drag the job across to the left)

NOTE: You’ll only be able to move a job if you’ve only entered any connected Payments under it also (not if you’ve entered payments under the main header Customer 😬)