Merge Customers In RepairDesk
If you have created multiple customer profiles for the same individual
person and you want to avoid duplicate information in your
RepairDesk account, then to
merge the information about this person into a single customer profile
in RepairDesk is the quickest and easiest solution.
In order to merge customer profiles, head to View Customer Details page as shown below
By clicking on Merge Customer button, user will be directed to following pop-up where he can select customer profiles to merge.
By clicking on Merge Customer button, user will get the following popup message
On hitting confirm, customer profiles will be merged.
Note: Once you have merged two customer profiles, you will not be able to unmerge them. All invoices, leads, tickets and estimates against those invoices will also be merged.