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

1. Click on Sales
   

2. Click on Customers
   

3. Click on Find Duplicates by Name

This function allows merging records with the same name

4. Click on Find Duplicates by Email

This function allows merging records with the same email address

5. Click on the results if you wish to merge them
   

6. The other way to merge the customers is by selecting the checkboxes for the two records and then clicking "Merge."
   

7. Click on Merge
   

8. 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.

Updated on: 06/26/2024