Merging Customers

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Revision as of 07:09, 25 April 2008

Before You Merge Customers

Prior to merging customers, you need to know the following information:

• The account into which you want to merge customers. This is the Master Account, and it will be retained after you perform the customer merge.
• The customer accounts you want to merge into the Master Account. These accounts will be removed after the merge. You must ensure these acccounts are not set to Do Not Purge; otherwise, they will not be merged.
• If accounts you are merging into the Master Account have balances, the Master Account must also have a house account.

IMPORTANT: FTD strongly recommends you do not merge customers during regular business hours when your clerks are taking orders. This eliminates the possibility a clerk will be taking an order for a customer account you are merging into another customer account.

What You Cannot Merge

Customer accounts you are merging into the Master Account cannot be marked as Do Not Purge (because these accounts will be purged following merging them into the Master Account). If you attempt to merge an account that is set as Do Not Purge, you will receive a warning message.

Additionally, you cannot merge wire service or cash accounts. These are special accounts, and will not show up when you search for accounts to merge.

1. In the FTD Mercury Main Menu, on the Tools menu, click Merge Customers. The Customer Merge window opens.
2. In the Search Parameters area, enter one or more search parameters you want to use to locate the customer account you want to use as the Master Account. Click Search.
3. From the results list, select the account you want to use as the Master Account and click Select Master. The Master Account will be identfied in the center of the window.
   
   IMPORTANT: You can select an inactive account as the Master Account. Any accounts you merge into an inactive account will become inactive (based on the Master Account’s inactive setting).
   
   
4. If accounts you want to merge into the Master Account are in the results list, select the box in the Merge column to mark them as ones you want to merge.
5. Click Merge.
6. When a window appears asking if you want to print a report of the master account and the customer accounts being merged, either select Yes or No.

Back to Customer Maintenance