You can merge customers with each other, for example, if the same customer has been saved in the system twice and both entries contain matters, entries, invoices, or other transactions. To successfully merge, both the customer to be merged and the target customer must have an active status.

⚠️ Note: The need to merge customers should always be carefully considered, as the action cannot be undone. If a document management system is integrated with the software, the merge will also apply to the documents of the respective customers. By default, the merge function is available to all regular users, but to prevent errors, the power user may have restricted it to a specific user group.

To merge customers:

1. Select the customer you want to deactivate, then choose Merge from the ribbon or right-click menu.
2. In the Merge window, select the target customer to which the deactivated customer's data will be merged.
3. Confirm by clicking OK.
   
   

The function deactivates the original customer and transfers all data saved under their name to the target customer. Details of the merge are saved in the Deactivation Information tab of the deactivated customer's window.

If the target of the merge is a corporate customer, the merged companies will be stored in the Merged Customers folder. If insurance companies saved in the software are merged, the process will also consider any links to legal expenses information in the principals of matters, and legal expense attachments will also be transferred.

In the context of a corporate restructuring, there may also be a need to transfer contacts from one company to another. In the Contacts folder of the corporate customer, you can select multiple contacts at once and transfer them to the target company. The transfer will skip any contacts whose Customer field contains something other than the source company.