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LynneBJG
Level 3

Merging customers

The book keeper before me had created the same customer in the system for each division.  I am finally getting around to merge these and found out I cannot merge an account with jobs, but I was hoping to merge the jobs as well as the customer.

 

Any ideas on how I can accomplish this- if it is possible?  I thought I could change the parent customer on the jobs and it really does not like that either because the payments are tied to original parent.   

 

Thanks for any help you can provide.

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