Merging Customers

Duplicate customers got you down? No worries! This article shows you how to easily merge them and keep your data squeaky clean.

Visit Customer Profiles:

• Go to each customer's profile screen whom you want to merge.
• Locate the ID number to the right of each customer's name, next to the bell icon.
• Take note of the ID numbers for both customers you intend to merge.

Access Profile Merging URL:

• Visit the profile merging URL: Merge Customers.
• Alternatively, bookmark the link for future use.

Initiate the Merge Process:

• On the merging screen, enter the respective customer ID numbers in the "From Customer #1" and "To Customer #2" fields.
• Example: If merging customer ID# 65106 into customer ID# 65107, enter "65106" in the "From Customer #1" field and "65107" in the "To Customer #2" field.
• While "Create Location" and "Make Bill To" are usually left unchecked, imagine Customer ID# 65106  at 123 Main St (different from ID#65107). If you want this address to become the job location after merging with ID#65107, check "Create Location".
• Verify the "Make Bill To" option remains unchecked unless needed.

Remember:

• Once a merge is performed, it cannot be undone. So please make sure to double-check all details before confirming the merge.

Proceed with the Merge:

• When ready to merge, click the "Update" button.

Conquer duplicated customers in The Customer Factor! This guide merges profiles in a flash, giving you organized data and streamlined management.

If you have any questions or feedback, we are all ears at support@thecustomerfactor.com.