1. Select Tools > Merge Customer Records from the menu bar.
  2. Enter the Name (or partial name), Phone number, Account ID, or Customer Number of the Primary Customer Record (The record to transfer all duplicate records to).
  3. Click Continue.
  4. If a list of customer records is populated, select the primary customer record that all other records will be merged into.
  5. Click Continue.
  6. Enter the Name (or partial name), Phone number, Account ID, or Customer ID of the Merging customer record(s).
  7. Check the box of every customer record to be merged into the primary customer record.
  8. Click Merge Records, and confirm that you want the selected records to be merged.


Note: Do not run the merge tool for customer IDs that are assigned to a pending or in-service request. Be sure to double check all customer records selected to be merged, before clicking Merge Records. This operation can not be reversed!