How to Perform a Customer/Vendor Merge in Striven

How To
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Mistakes happen, and there may be times where you wind up with duplicate Customers/Vendors saved in your Striven system. Rather than having unnecessary records cluttering up your Customer/Vendor Lists or losing any data by deleting one, you can use Striven’s Customer/Vendor Merge option to combine the duplicate records and save important financial transactions and Customer/Vendor information in one record.

In this video we’re going to explain and demonstrate how to perform a Customer/Vendor Merge in Striven.

Click the image below to view the video
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Happy Merging!

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Hi @russellmurray , thank you for this excellent suggestion for a video! We liked it so much so we decided to share it with the Striven Community! Hope you find it helpful. :grinning:

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Steps in the video were very clear, and the graphics were helpful in pointing out key information. Thank you!

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