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?
Best answer by Laura03
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
+19
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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