Customer Accounts are the place you spend most of your time in EZLynx. They hold all your customer's information, quotes, documents, tasks and more. EZLynx calls Customer Accounts = Applicants! Sometimes though you might need to merge accounts because a duplicate was created or perhaps you made an account in error and need to delete it only later to find out really did need it and need to restore it. 


This article will show you how to merge, delete, and restore customer accounts!


TABLE OF CONTENTS


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Merging Customer Accounts


When merging two customer accounts there are a few key items to consider so that none of the data is lost. 

  • Always START the merge from the Customer Account you want to KEEP.
  • There is NO way to reverse merging Customer Accounts once it is completed. 
  • You CANNOT merge a Personal Account into a Commercial Account or vice versa.
  • Accounting Invoices & Receipts will NO longer display on the Retained Customer Account, but will still be in EZLynx under the Accounting icon under Billing or Receivable respectively. 


Data that MergesData that does NOT Merge
Activities
Applicant or Co-Applicant Details
DiscussionsManual Applications
DocumentsPast Quotes
Emails
Rating Applications
eSignatures

Notes

Policies

Tasks


1. To merge two Customer Accounts, locate the Customer Account you want to KEEP and click on the Overview tab.

2. Click the Actions button.

3. Hover over Additional Actions.

4. Click Merge Account.



5. Find the Customer Account you want to REMOVE. 

6. Confirm that the numbers in the Merge column are accurate.

7. Click the Continue button.  



8. A confirmation pop-up will appear. If you are for sure you want to merge the accounts then click the OK button. This is the point of no return! There is no reversing once this is completed, so choose wisely!



Once the merge is completed, you will get another confirmation pop-up, so click Ok and it will drop you off on the Retained Customer's Overview page. 


Delete a Customer Account


1. To Delete a Customer Account, locate the customer you want to delete and click the Details tab.

2. Scroll to the bottom and click the Trash Can icon. 

3. A confirmation pop-up will appear. If you are for sure you want to delete the customer, click Delete.


When the system is done deleting the Customer Account, it will drop you off on the EZLynx Homepage. 


Restoring a Deleted Customer Account


1. To restore a deleted Customer Account, hover over the Applicant Folder. 

2. Click Search Applicants.



3. On the Search Applicants tab, click Deleted Applicants.



4. Search for the Customer Account you want to Restore.

5. Click the Restore button.



A confirmation pop-up will appear. If you are sure you want to restore the Customer Account, click the OK button.


You will know that the customer is restored when you see the Restore button switch to Restored. This means you can leave the page. 


We hope this article was helpful in learning how to merge, delete, and restore customer accounts. Please let us know if this article was helpful by answering the question below. Check out our related training articles to learn more about how to master EZLynx!