Merging Customers

In some cases, you might want to merge two separate customer accounts into one account. In this article, we will discuss how to do that.

To merge two customer accounts into one master account, complete these steps:

1. In Spot, Go to Menu > Customer > Merge - Manual and enter a pin.

2. Click Select Master.

3. Search for the customer you want to merge, and click Select.

4. Click Add Record.

5. Search for the second customer you want to merge, and click Select.

6. Confirm that the correct customers are selected, then click Merge Now.

7. Read the message and confirm that you want to merge the customers. You will need to regenerate existing statements for the customer after you merge. Click Yes - Merge.

8. Choose whether you want to delete the existing customer records or inactivate them.

9. Click OK.

10. Click Cancel to return to the main screen.