You can move all Accounts or just a single Account from one Customer to another. This can be used if you are trying to combine Customers that have multiple names in your RPM.
Moving all accounts
Top menu >> Customers >> View customer >> Move all accounts
Select a customer from the dropdown by either typing in the name or scrolling down the list. Click OK when done.
You can choose to trash the customer that had the accounts moved from, choose to go to either one of the customer pages by clicking on the name of the customer, or click OK.
Moving a single account
On the customer page in the Accounts box click on the account that you want to move.
In the More menu, click Move to customer.
Select a customer from the dropdown by either typing the customer name or by scrolling down the list. You will also have the option to move just the one account or all accounts listed under the same customer. Click OK when done.
You can choose to navigate to one of the customer pages by clicking on the name of the customer or just click OK.
