What is merging customers in vWork?
vWork gives you the ability to delete a customer, then choose a new customer for all the old jobs to go to.
Why should I merge customers?
You should merge customers if you accidentally have a lot of duplicate customers in your database.
How do I merge customers in vWork?
1. Click into one of your duplicate (unwanted) customers, in your customer database here.
2. Click delete at the base of the page as shown below:
3. If the customer you are deleting has old jobs, vWork will then prompt you to enter a new customer for all of these old jobs to transfer across to.
4. Search and choose the new customer, click continue, then the customers are merged.