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Ability to merge two customer accounts

It would be great to be able to merge two customer accounts - at the moment, the only way around this is to either manually assign invoices from one account to the other or manually exporting and importing the data again.

Sometimes customers end up with multiple accounts going back for some time, which is best resolved by merging accounts. This may also be useful where one customer wishes to 'merge' with another due to e.g. a company takeover.
  • Guest
  • Jan 10 2017
  • Will not implement
IRIS KashFlow / Customers
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  • Guest commented
    January 10, 2017 09:34

    It would be great to be able to merge two customer accounts - at the moment, the only way around this is to either manually assign invoices from one account to the other or manually exporting and importing the data again.

    Sometimes customers end up with multiple accounts going back for some time, which is best resolved by merging accounts. This may also be useful where one customer wishes to 'merge' with another due to e.g. a company takeover.

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