Sometimes you may accidentally duplicate customer records or you have customers that merge with each other.

In vWork, when you delete a customer record you can reassign jobs associated with that customer to another customer record. 

Delete a customer and transfer their jobs to another customer

You delete customers and transfer jobs associated with them to another customer record on the Customers page.

To delete a customer:

1. Go to Customers.
   
   
2. Select the customer you want to delete and click to open their customer record.
   
   
3. Scroll to the bottom of the customer record and click .
   
   
   
   
4. If the customer has old jobs vWork will prompt you to select another customer to transfer these jobs to.
   
   
5. Begin typing the name of the new customer in the Search for customers... field to display a list of customers, then click to select the customer you want to transfer the jobs to.
   
   
   
   
6. Click to transfer the jobs to this customer.