Service Autopilot allows you to merge Accounts by designating one as the primary account, then adding the information from other accounts to the primary account. This is a permanent change and cannot be undone.
All transactions and Job details from the secondary account will merge, but the contact details will not be combined. Be sure to select the most robust account as your primary account.
Warning: QuickBooks Users: If you sync with QuickBooks DO NOT Merge Clients in QB or SA. Any duplicate accounts will need to be deactivated. Please contact Quickbooks Sync Support at SA for additional assistance.
To merge Accounts in SA, use the following steps:
- Go to CRM > Accounts.
- Apply a filter, if needed. Check the boxes next to the two Accounts you would like to merge. You cannot merge more than two Accounts at a time.
- Click Advanced Actions.
- Click Merge.
- Select the Account the other will be merged to on the Merge Accounts dialog. Click Merge.
A message will display to let you know whether the merge was successful.