As your business grows, it gets more and more challenging to keep your data clean. With information coming from more places — inbound, imports, form submissions, and more — inevitably, it's necessary to clean things up.
We have all done it. A customer walk's in or calls on the phone, we do a quick search to find their account, but in the fuss of the moment, we add their details as a new account. Days later, our administrator tells us we have multiple accounts for the same customers with work orders, packing sheets and invoices stuck in different accounts. Nightmare!
Today we are launching a new tool to fix that— account merging.
The new customer account merge feature effortlessly moves assets from one customer account to another. It's easy enough:
Locate the primary account (the one you want to keep)
Locate the secondary account (the one you don't want)
The tool will then move documents, files, messages and comments across to the primary account and archive the secondary.
Neat!
Now when you slip up, you can cover your tracks before your admin finds out!
Check out the documentation: