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Merging customers dupe sets is straightforward and easy to accomplish.  Once you've determined which customer record to keep, select the customer and right mouse click on the customer record and select "Merge Dupes" from the popup menu, select "Merge Dupes" from the taskbar, or you can use your keyboard and press Ctrl + M simultaneously.  The "Merge Duplicates" screen similar to the one displayed to the right should appear.

 

The target is the customer record you wish to keep.  The customer info for the target is displayed on screen for you to review. In the section titled "Select which customer(s) to merge with the target", select one or more customers to merge.

 

If 2 or more customer records are available to merge with the target, choose which customers to merge.  You can select as many or as few as you like; however, at least 1 must be selected in order to complete the merge process.

 

Once you've selected the customer records to merge, click on the merge button to merge the selected customer records with the target.  If you decide not to complete the merge process, press cancel to quit without merging any customer records.

 

Merging customer records are a permanent action and cannot be undone.  Once the merge has completed, you cannot go back.  Be sure you are satisfied with your selections before you continue with the merge.

 

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