You are able to combine Customers in Ascora and it is important to note that this will archive the source Customer and transfer all Quotes, Jobs etc.. to the destination Customer. Please use this option only if necessary or applicable in your business as we are unable to retrieve the archived customer information.
1. To do this, go to Customers tab and click Combine.
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3. A box with a warning message appears and click Confirm to continue.
Note: We are unable to retrieve the archived customer information once you've completed this process but all of the linked jobs and quotes from the source customer will become available in the destination customer.