RMS - Merge two accounts w/o losing info

Hi

I have two accounts for the same customer - I would like to merge the two accounts but I want to retain the sales history. Any help would be appreciated.

Danny

Reply to
Dan-902
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there is a procedure outlined on customersource to do that. It is pretty involved though. Also, DRS has an add-on called VIPZONE that does that, along with a lot of other useful things, very slickly.

Craig

Reply to
Craig

So, are you just wanting to transfer purchase history from one account to another? Or is their information that you'd like to merge too e.g. total sales, address etc.

I use a SQL script that will take the purchase history from > Hi

Reply to
ScottM

The procedure outlined on customersource is a combination of SQL scripts that merge both accounts into one, including all details. DRS VIPZone is an add-on that merges two accounts into one with one click, very handy. Either way will get the job done.

Craig

Reply to
Craig

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