At times you might find that there are two or more accounts within your Sera account that you need to merge into a single customer account.
Note: This merging action CAN NOT be undone, so please proceed with caution when merging two accounts together.
If you need to merge customer accounts, you will first select Customer Service from the left-hand menu bar, and then choose the Merge Accounts button in the upper right-hand corner.
When selected, a pop-up window will appear with two open fields. The account that you would like to merge the other account into will be entered into the box on the left and the account that you would like to merge into a second account will go on the right.
This pop-up uses a simple search of 3+ characters to find any matches to the name, email address, phone number, or street address of a customer’s account. Should you find that you have selected the customers in the wrong order, you can use the arrow utility between the fields to reverse the selections.
Once you have selected the correct accounts, you will hit the Merge button. A confirmation pop-up will appear asking you to verify the action by typing “Merge” into the box and selecting the Continue button.
