Unmerge Customer


Steps to Unmerge Customers

There is not necessarily a quick way to unmerge your customers, but you can follow the steps below: 

  1. Go to Customer > Find - put in the name or ID of the wrongly merged customer.
  2. Select "Inactive Accounts" on the bottom left of the screen.
  3. When the customer comes up, go to their customer account and uncheck the Inactive box.
  4. This marks the merged customer active again.
  5. Next, go to the main account the customer was merged into by again going to Customer > Find.
  6. Go into EACH sale that was moved incorrectly and use Supervisor > Change Customer.
    •  This action moves the sale history back to the correct customer.
  7. Once finished moving the sales over, then save the records.
Updated on Mon, 04 Mar 2024 by Angela Chiaravalle

Glad we could be helpful. Thanks for the feedback.

Sorry we couldn't be helpful. Your feedback will help us improve this article.

How helpful was this page?