Reports - Customer Reports
If you have multiple profiles for the same customer and would like to merge them so you just have the one profile then please follow the below steps.
- Go to Reports
- Customer List
- Untick 'Search by Visit Date
- Enter any customer detail in the fields for first name, surname, mobile, email or company
- Select 'Get List'
To merge customers;
- Tick the boxes of the customers you would like to merge:
- Select 'Merge' from the Drop Down menu
- Select 'Go'
- By clicking on the customers information it will then populate the top line to the 'Master' profile
- Once the top profile contains all the correct details that should form the merged profile, click 'Merge'
