merging customers

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  • Question
  • Updated 3 weeks ago
We have many customers who have different job numbers and I want to merge the different job numbers under one customer name
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jennifer byrne

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Posted 3 weeks ago

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Hi Jennifer.

Roughly how many customers that you want to merge the jobs? If it is a lot, I can help you to create a tool to find all the jobs and merge them with their parents and then get rid of the jobs.

Let me know if you want to learn more, my email is


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Kris Williams

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If not too many you just have to edit the name of the existing customers - yes one at a time - and change the names and job no’s to the one you want to use