Combining Customer Cards

Question

Hi All,We are implementing a new project management system. There are a number of customer cards which were set up for different job but are essentially the same customer.The new project management system can't deal with duplicate cards when exporting invoices to MYOB. It seems the best way around this is to Combine cards in MYOB.&nbsp;I have read the notes and I know how to do but is there anything I need to consider when doing this? I have made a back up.Tips or tricks would be much appreciated.ThanksS&nbsp;

genreve_s · Answer

Hi smm,&nbsp;
&nbsp;
While you're waiting for other users to jump in with their thoughts and advice, here's a hot tip: always back up your progress! You’ve already nailed that part, so good on ya.
&nbsp;
Other folks on the forum might have heaps of great ideas and personal tricks to share about combining customer cards, so stay tuned.
&nbsp;
Regards,Genreve

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Combining Customer Cards

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