Customer merge

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nickscarcare
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Customer merge

Post by nickscarcare »

Is there a simple way to merge 2 customers, say like when they get married, but before were in as each one a customer? I know sold vehicles transfers, but that I have to do 1 at a time. Which I will do if that is the only way.
Some people try to turn back their odometers. Not me, I want people to know why I look this way. I've traveled a long way, and some of the roads weren't paved.

507-345-6425
http://www.nickscarcare.com
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ricmorin
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Re: Customer merge

Post by ricmorin »

Transfer the vehicles using Change Ownership. Add spouse to retaining record. Delete spouse record. Only way I know.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
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I find my life is a lot easier when I use Special Orders
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nickscarcare
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Re: Customer merge

Post by nickscarcare »

I was afraid of that. Don't take much extra time but with 5 vehicles its alot of transfer individually. Thank you.
Some people try to turn back their odometers. Not me, I want people to know why I look this way. I've traveled a long way, and some of the roads weren't paved.

507-345-6425
http://www.nickscarcare.com
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