How can I merge customers together? I am getting an error about estimates.

I am trying to merge customers together, but I get the following error:  "This name is already in use and cannot be merged.  Names with estimates cannot be merged.  Delete one or the other estimate first."  What does that mean and how do I fix it?

Answer

It means you have Estimates for one or both names.

If you also progress billed, you are going to make a bit of a mess of things. Otherwise, edit the estimate(s) to make them the "right" name. It's telling you this has to Match.

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