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Avalara Help Center

How do I unlink Same-As customers in CertCapture?

Overview

You want to unlink some customers you linked together with the Same-As tool in your CertCapture account.

Environment

CertCapture

Resolution

  • Go to the Customer record > SameAs tab > right-click on customer Unlink.
  • You can now make changes to the customer and the attached certificates without affecting the previously linked customer.
  • Any updates made as a result of the Same As linking must be manually changed, they are not removed when you unlink the customers.