Combine Customers
I have so many customers that need to be combine. I don't want to delete the duplicates because they have transaction history, The issue really lies on the leads. It will duplicate the customer every time.
Kristan Collins
shared this idea
We have introduced the “Merge Customers” option. If you have added a single customer multiple times, whether, by mistake or any other reason, this improvement is going to give you relief from the pain of duplicate records. Merge customer data efficiently with the option of combining those copies into one.
Simply select a copy customer and the system will search all the customer profiles that have the same first name, last name, phone number, or email information. Choose the best match and merge the two into one. Your repair shop software will link all tickets, invoices, and other records of the two copy account with the final one.
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