Here are the steps to merge two customer records into a single customer record.

• From the Command Center, click on the blue Actions button in the top tool bar
• Under the Customer section, click on Merge Customer
• Under the "Duplicate Customer" search for the customer
• A popup will appear with options, select one of them
• Then, their contact information will appear
• Next, in the "Merge To" field, search for the other customer
• The same popup will appear and then select the other record
• That customer's contact information will appear
• The "Merge To" record will be the new record, so make sure all of the contact information under the Merge To is accurate
• You can use the double arrow button to copy information from the Duplicate Customer field to the Merge To field. If both fields have information and you click the double arrows, then the information in the Duplicate will overwrite the information in the Merge customer
• When everything is set, clik the blue Merge Customer button

The final result will be one customer record with all of the contact and billing information set to the values under the Merge To customer record. The primary location will be that of the Merge To customer record and the secondary location will be that of the Duplicate customer record.