March 29, 2017: New Feature to Merge Accounts
- Add the option to merge accounts in the Account Manager. To merge accounts, follow the steps below:
- In the toolbar, hover over Sales then click on Accounts.
- Use the search bar to find the account you would like to merge with another.
- Click on the account name to view the account.
- In the upper right hand corner, click Options then click Merge Account from the dropdown menu.
- A modal will appear with a search bar. Search to find the account you wish to merge with the first.
- Click Configure Merge Settings.
- Choose the fields you would like to keep for each account.
- Click Merge Accounts.
- Type Confirm in the final modal, and click Merge Accounts to finish.