(Multiple Assist and Webstore accounts)
- Merge Assist accounts first
- Determine which account has the most recent order, and merge the other account into it.
- Example: accounts 20000001 and 20000002. If 20000002 has the most recent order, merge account 20000001 into 20000002.
- Merge Webstore accounts (StoreFrontAdmin)
- First, determine the fulsys customer numbers for each account.
- Search the "Customer" form for the Backend Customer Number
- Copy the fulsys customer number found on the results screen and associate it with the backend customer number in your notes for merging later
- Merge the accounts in the same order you did in Assist using the "Merge Dupes Of Diff FulSysCust" tool (administrative privileges required)
- Enter the fulsys customer numbers into the tool and click "Merge". In a few moments you should receive a "Merge Successful" message at the top in red text (example below shown without success message).
Note: disregard the message about the merging process taking 15 minutes. It used to take this long but I added the necessary DB indexing for this to work much more quickly.