Merge customer/ supplier info

Modified on Thu, 27 Jul 2023 at 10:19 AM

If you have several customer information that overlaps with the ones before, you can merge them together to avoid duplication of the customer's information in the list.

1. From the master list of your customer, look-up your specific payee name, then tick the checkbox on the customers you want to merge to

2. Click on the drop down arrow on the checkbox at the top, and click on Merge 

3. Go to record to be set as master, then choose the number of the master ID that you want other registered information to be merged into, then click Merge to finish

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