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RangerMSP User Question*
I have 2 clients, A and B, both have their own Contracts. Client B has recently been bought over by Client A and I would need to merge their Accounts. My questions would be: 1. Will the contract for B be automatically merged under A’s account? 2. Would I be able to utilise the outstanding hours under B’s contract for A? -- * Question received by email and shared here for the benefit of our users. |
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Answer
Yes, you will be able to use the hours/balance remained for the client B contract. When using the Account Merge tool, all records are moved from the to-be-merged Account (i.e. client B, that will also get delete once the merge is complete) to the master Account (i.e. client A). It includes Contracts and Charges as well. |
