How to Merge Customer Accounts
If you have customers with multiple accounts, such as one with rewards and another without, it's important to combine these to maintain accurate data. This guide will walk you through the steps to merge customer accounts.
Steps to Merge Customer Accounts:
-
Locate the 'Combine Customers' Button:
- Navigate to the bottom left of the screen and find the Combine Customers button.
- This option is useful when a customer has two different accounts (e.g., a rewards account and a non-rewards account).
-
Search for the Customer:
- Once you click the Combine Customers button, you'll be prompted to search for the customer account that you want to merge.
- After searching, select the correct account from the results.
-
Identify the Rewards Account:
- Determine which of the accounts is the rewards account (or the primary account you wish to keep).
- Make sure to confirm which account contains the rewards data if one of the accounts does.
-
Understand the Merge Options:
-
You will see two options during the merge process:
- Red Button: This keeps the account that you originally started with (the current account you are viewing).
- Green Button: This keeps the account that you searched for (the account you want to combine with the current one).
-
Tip: If you're unsure, remember:
- The red button refers to the initial account you’re working from.
- The green button refers to the account you found through the search.
-
-
Complete the Merge:
- Once you've chosen which account to keep, proceed by selecting the appropriate option (either red or green).
- The accounts will now be merged, consolidating the customer’s data under the selected account.
Video Tutorial
To see these steps in action, watch the accompanying video that walks through merging accounts and managing customer information, including how to retain the correct account.