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My customer was matched incorrectly, how do i resolve this?
My customer was matched incorrectly, how do i resolve this?

How to unmatch a customer from an incorrectly matched company and match to the correct company

Emily Miles avatar
Written by Emily Miles
Updated over a week ago

If you find a customer within your Satago account who has been matched to an incorrect company, you can easily match the customer to the right entity.

Firstly, click onto the customer's profile in Satago, then head to their Options tab
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Here you can remove the current matched company by clicking the 'X' on the right hand side
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Now click on the search bar and type the company name or registered number, find the correct company in the list and click on it to complete the match

Once matched, the correct credit information for this company will be pulled through to Satago.

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