Combining cards

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Glossary

Lists > Combining records > Combining cards

Combining cards

You can combine:

■	customer cards

■	vendor cards

■	personal cards.

You cannot combine:

■	employee cards

■	cards with a different type

■	cards if the primary card is inactive.

When cards are combined, the non-transaction card information for the primary card—such as card name, address, and buying and selling details—is retained as the default information for the combined card. The transaction details for the secondary card are added to the primary card. Non-transaction information for the secondary card is deleted.

To combine two cards

1	Go to the Card File command center and click Cards List. The Cards List window appears.

2	Select the primary card.

3	Click the Action menu and choose Combine Cards. The Combine Cards window appears.

The primary card appears under the Primary - Move all transactions to list. If necessary, you can choose another primary card from the list.

4	Select the secondary card from the Secondary - Remove all transactions from list.

note : The next action cannot be undone

Before continuing, check that you’ve selected the correct cards to be combined. If you combine the wrong cards, you will have to restore them from a backup and re-enter transactions posted to those cards since the backup.

5	Click Combine Cards.

6	In the window that appears, click OK to confirm you want to combine the two cards.

■	Combining records

■	Combining accounts

■	Deleting a record

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