- Geins Knowledge base
- Customer management
- Customer management
Merge customer accounts
The merge account function is useful when a customer has multiple accounts, allowing you to combine them into one.
The Merge function allows you to combine two customer accounts in the Customers (CRM) area. To use this feature, follow these steps:
1. Go to the customer account you want to merge.
2. Click the Merge button.
3. Enter the ID of the account you want to merge with.
4. Select the correct account and click Merge to complete the process.
This will combine the selected accounts into one. Orders that may exist will be transferred to the active account (can take up to two minutes to show in orders list). The customer account that where merged will be set as inactive but remain in the system.
