Merge Customers

If you have a Security Role privilege for Merge Customers, user can merge two or more customers together. This feature is available at Corporate only.

IMPORTANT: The merge is irreversible. 

  1. At WashConnect logon, select the Corporate level.
  2. On the Customers menu, click to select Manage Customers.
  3. Search and click to select a customer. 

This customer is the Target customer. 

  1. Click the Merge Customer button.

 

  1. Search for one (or more customers) to merge.
  2. Click to select the customer's check box(es) to merge together with the target customer.
  1. Click the Merge Customers button.
  2. The message "Are you sure you want to merge these customers? This change is irreversible." appears.  Click Yes, if you are certain.
  1. The message "Customers merged successfully!" appears.  Click OK.

Customer or customers are merged in to the Target customer.

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