Merge accounts

[durangod]

I am surprised that this thread was back in 2009 and yet the documentation still has not been updated to be clearer.. Its too bad you have to come to the forum for clarification when it should be in the docs..

 

http://forum.whmcs.com/showthread.php?20176-Merging-clients-accounts&highlight=merge

 

 

so regarding the docs here

 

http://docs.whmcs.com/Client_Management

 

Merging clients combines 2 separate client accounts in WHMCS into one. This merges everything relating to the 2 separate entities into one including but not limited to products, invoices, transactions, tickets, etc...

 

Merge Clients Popup1.Begin by locating the first of the clients you want to merge

 

2.Click the Merge Client Accounts link on the Client Summary page

 

3.In the popup that appears, you will be asked to enter the Client ID. If you don't know the client's ID the Search field can be used to search by name, company or email address. Click the client's name and the ID will be filled in.

 

4.After specifying the second client, you can choose which profile you want to keep, so either merge into the first client, or second client - this determines which profile data is kept - ie. name, email address, etc...

 

5.Once happy, click the submit button to complete the process

 

 

OK so I know that from your directions it determines which one to keep, but which is which. So your directions are close but as the forum post linked above says, you need to be much clearer and even put in the literal text saying that the "Merge to" is the one you want to keep.