A well-organized register of customers and suppliers is one of the areas that facilitate business operations long-term. To do this independently, we are unveiling a new functionality that enables merging customers and suppliers that were mistakenly imported/added multiple times.
Novelty can be found in the register of customers and suppliers as shown below:
When a duplicated entry is found, select the one that should be merged with its duplicate and deleted simultaneously. When you select merging, a dialog will open where the customer/supplier should be selected with whom the duplicated one will be merged (targeted partner), as shown in the picture below:
After the successfully executed merging operation, the first customer (supplier) will be deleted, while all data and transactions will be transferred to the targeted (selected) partner.
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