Merge will show all customers merged to the Customer Profile you are viewing.
Click Merge Another Customer to search for a customer you would like to merge to the current customer file you are viewing.
Double click on any customer you would like to merge to the current file you are viewing.
You will be taken back to the Merge tab within the Customer Information screen. Â
Choose a Relationship
The merged file displays a child icon
In contact history, on merged and un-merged customer files, the username and date of the action is recorded
Merging can also take place directly from the Search screen.