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'