How to Merge Customer Accounts

How to Merge Customer Accounts

To merge customer accounts in AltheaSuite, follow the steps below:

Log in to your AltheaSuite account.

Go to Customers > Customers, and search for the customer whose duplicate records appear in system.

Next, click on the context menu of the customer record that has no financial details linked to it, and select “Merge Customer”.

A screen will appear prompting you to select the customer account into which you want to merge the selected account.

Click “OK” to save the changes.

A confirmation message will appear. After you click “OK”, another prompt will ask for confirmation, stating that ‘this action cannot be undone’.

Once you confirm, you can navigate back to the customer manger to verify the changes.