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KashFlow Ideas

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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.
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      Jan 10, 2017

      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.

    1 MERGED

    Please can you help. We have a customer tat has just bought through our website. He is a previous customer but Kashflow has made another cusumer record. Can I merge both of the records?

    Please can you help. We have a customer that has just bought through our website. He is a previous customer but Kashflow has made another cusumer record. Can I merge both of the records?
    Guest almost 7 years ago in IRIS KashFlow / Customers 1 Will not implement