How to Merge Customers in RepairDesk Connect?
Overview
Customer merging is an essential function in any customer management system to ensure data accuracy and avoid duplicates. RepairDesk Connect offers the capability to merge customers seamlessly. You can now also create new customers, but they will only be connected on Connect and not POS. This guide will take you through the steps of merging customers using Repair Desk Connect, allowing you to consolidate customer information efficiently.
Accessing Customer Merging
- Go to "Repair Desk Connect": Start by accessing the Repair Desk Connect section within the RepairDesk dashboard. This is usually available through the right-side menu or a designated navigation area.
2. Open a Customer Thread: Inside Repair Desk Connect, click on the name of the customer whose information you want to merge. This will open the conversation thread with that customer.
Merging Customers
- Access the Merge Option: Inside the customer's conversation thread, locate and click on the "
+" icon. This icon is often used to access additional features and options related to the customer.
2. Select "Merge with Existing Customer": From the dropdown menu that appears after clicking the "
+" icon, select the option labeled "Merge with Existing Customer." This action will initiate the customer merging process.
3. Choose the Customer to Merge With: After selecting the "Merge with Existing Customer" option, you will be prompted to select the customer you want to merge the current customer with. This step is crucial to ensure that data is combined accurately.
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4. Edit Merged Customer's Details: Once you've chosen the customer to merge with, you will be presented with an option to edit the details of the merged customer. Click on the
edit icon.
5. Update Customer Information: In the editing interface, you can update customer information such as name, email, and contact number. This step ensures that the merged customer's details are accurate and up to date.
6. Save Changes: After making the necessary updates to the customer's information, click the "
Update" button to save the changes.
Conclusion
Customer merging is a vital tool for maintaining accurate and organized customer records within your repair business. By following these steps to merge customers using Repair Desk Connect, you can prevent data duplication, ensure consistent communication, and optimize your customer management processes.
Whether you're consolidating customer information or updating merged customer details, Repair Desk Connect's customer merging feature empowers you to efficiently manage customer data and enhance your overall business operations.