Hello,
We have some duplicated Customer accounts from our Shopify and Salesforce integrations. I activated the Duplicate Management with the hope I could merge these, but upon trying to merge two accounts, the MERGE button is greyed out, and I see an error:
“The duplicate business accounts cannot be merged because they have the Customer type.”
Is there anyway to merge Customer accounts?
+18
Hello
I’m not aware of any features in Acumatica that allow merging Customers. Only Prospects may be merged. Please vote for ability to merge Customers & Vendors here:
Please vote for ability to combine Stock Items here:
Laura
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