Merging customer records is useful when duplicate accounts exist for the same customer. This process consolidates contact details, transaction history, and vehicle records into a single record while removing the unnecessary duplicate.
Steps to Merge Customer Records
Locate the Customer Record to Keep
- Navigate to Marketing > View Customer/Prospect
- Search for and select the customer record you want to keep
- Note the customer reference number of this record
Access the Merge Function
- Within the selected customer record, go to Actions > Merge Customer
Find the Duplicate Record
- You will be redirected to the Marketing search screen
- Search for the customer record you want to merge (the one that will be removed)
Confirm the Merge
- Select the duplicate record and confirm the merge by clicking Yes
Select Information to Retain
- A new window will appear, allowing you to choose which information to merge
- Tick the boxes next to the data you want to retain in the final customer record
- Click OK to complete the merge
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