Unmerging Customer Information(Accounts)

1.You will have to find the client from which you want to move the data.

2.You select the card which you want to unmerge .When you select the card

(account) an additional menu will appear .

3.From that menu you select “Actions”. Two buttons will appear-

Delete current card” , “Move current card to”.

4.You select “Move current card to”. After that the list of clients will appear

 

 

5.You have to find the client to which you want to assign the card

6.By pressing the “Select ” button you select the wanted client.After pressing the “Select” button a confirmation window will appear.




 

7. Notice that we are still working with the old client.

 

8.To confirm the movement you will have to press the “Yes” button on the confirmation window.