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Merge Customers
Merging Duplicate Customer Profiles
1) Go to Reports > Customer List
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2) Untick 'Search by Visit Date' - this allows you to search all your customers
3) Enter the customer's details in one of the fields.
4) Press 'Get List' which will show you all the customers that fall under your search
5) Tick the boxes of the customers you would like to merge:
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6) In the With Selected Drop Down - select 'Merge' and then Go.
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7) Click on the customer's information it will then populate the top line to the "master" profile.
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8) Click 'Merge'
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