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Merging Customer Accounts
Angel Horowitz avatar
Written by Angel Horowitz
Updated over a week ago

In Dash, you cannot delete any customer accounts but you can merge an account into another. When doing this any invoices, team history, etc will be merged into the chosen account.

  • From the customer profile page that you would like to keep, click the 3 dots to the right of Tasks and select "Merge Customer" from the dropdown menu.

Merging Customer Accounts - Salesforce 2022-03-01 16-21-33.png
  • Any duplicate accounts will appear below. Select the one that you would like to merge with and press the "Merge Selected Account into Primary" button.

Merging Customer Accounts - Salesforce 2022-03-01 16-21-55.png

In the event of a more permanent change such as a death or distance move, there are a couple options.

  1. Create a profile on the Admin side called "Delete Customers" and merge these customer profiles into the Delete Customers profile. No historical data will be saved.

  2. Update the customer's profile with fake information. Historical data will be saved.

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