coreSTORE - Customers: Merging Duplicate Customers
Learn how to efficiently merge duplicate customer records to maintain a clean and organized customer database, ensuring accurate and streamlined information management
Click on Sales
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Click on Customers
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Click on Find Duplicates by Name
This function allows merging records with the same name
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Click on Find Duplicates by Email
This function allows merging records with the same email address
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Click on the results if you wish to merge them
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The other way to merge the customers is by selecting the checkboxes for the two records and then clicking "Merge."
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Click on Merge
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Review the FROM Customer to TO Customer and Hit OK
This will move the other record to the Deleted record and keep only one record for the customer.
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Click on Sales
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Click on Customers
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Click on Find Duplicates by Name
This function allows merging records with the same name
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Click on Find Duplicates by Email
This function allows merging records with the same email address
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Click on the results if you wish to merge them
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The other way to merge the customers is by selecting the checkboxes for the two records and then clicking "Merge."
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Click on Merge
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Review the FROM Customer to TO Customer and Hit OK
This will move the other record to the Deleted record and keep only one record for the customer.
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Updated on: 06/26/2024
Thank you!