Since a customer record is linked with other records in your system like “Orders”, to remove, a customer must be merged with another customer.
Use the following steps to merge a client to another:
- Search for the primary customer (the customer you want to keep)
- Click on “Merge Client – Select Primary Client”
- Search for the secondary customer (the customer you would like to delete)
- Click on “Merge Client – Select Secondary Client”
- Click “OK” to confirm the merge.