Merging Duplicate Accounts

There needs to be an easy way for schools to merge duplicate accounts. Parents often times create a new account for the following year and then we don't have their payment history easily viewable.

When merging accounts via your account manager the NEW payment method isn't saved if you wan to preserve the account history. The payment method of the previous years account is transferred. Parents change the payment method from year to year. There should be an option as to which payment method is saved in the merging method. 

  • Bryan Lorenzo
  • Jan 20 2018
  • Implemented
  • Attach files
  • Guest commented
    16 Jul, 2019 08:38pm

    Do not send emails to this address

  • Joanne Galluccio commented
    16 Jul, 2019 04:53pm

    This is currently being tested in Production by internal users and should be client facing by the fall of 2019