What is merging customers in vWork?

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

vWork gives you the ability to delete a customer record, then reassign the jobs that were associated with that customer to another customer record. 

You should merge customers if you have a lot of duplicate customers in your database.

How do I merge customers in vWork?

1. Go to the Customers tab and select the customer you want to delete from your customer database to open their customer record. 
2. Scroll to the bottom of the customer record and click Delete.
   
   
   
   
3. If the customer you are deleting has old jobs vWork will prompt you to select another customer to transfer the jobs to.
   
   
   
   
4. Search and choose the customer you want to transfer the jobs to.
5. Click Continue to map the jobs to this customer.