Companies not customers merge

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Richard Mattinson

• January 24, 2024 12:32

we could REALLY do with a way to bring selected customers under a company option using a form of merge

 

after 10+ years we don't want to be creating new companies & losing that history 

2

• DecoNetwork Team

  

  Cristofer Cruz

  • January 24, 2024 16:12

  Richard Mattinson This is already doable, you can add existing customer records into a company account and all their order/history will carry over into the company account. Feel free to raise a support ticket if you need help with the steps.

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  Richard Mattinson

  • January 25, 2024 09:31

  Hah! When it came out we were told couldn't be done!

  Hadn't seen an update to this. Have requested a tutorial.

  Cheers Cris you're a star! 

   

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  Duncan Horlor

  • February 05, 2024 09:33

  Is there a link to show how to do this and how it works? We have multiple clients with accounts that all work for the same company, so having the ability to link them all would be really handy. 

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