Merge duplicate customers
Join two records for the same customer into one.
What this is for
Duplicates split a customer's trading history and quietly defeat credit control — a hold on one record does nothing about the other. Merging moves everything onto the record you keep, and old links still work.
Step by step
- 1
On the Customers list, open the Possible duplicates banner.
- 2
Check each pair and choose which record to keep.
- 3
Read the counts of what will move, choose which details survive where they differ, then type the surviving customer's name to confirm.
Tips & gotchas
- Check the counts before confirming. "47 quotes" against a record you thought was empty means you've got the wrong pair.
- If either record is on hold, the merged record stays on hold.
- Merging can't be undone. Old links to the merged record redirect to the one you kept.