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
Click on Customers
Click on Find Duplicates by Name
This function allows merging records with the same name
Click on Find Duplicates by Email
This function allows merging records with the same email address
Click on the results if you wish to merge them
The other way to merge the customers is by selecting the checkboxes for the two records and then clicking "Merge."
Click on Merge
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.
Click on Sales
Click on Customers
Click on Find Duplicates by Name
This function allows merging records with the same name
Click on Find Duplicates by Email
This function allows merging records with the same email address
Click on the results if you wish to merge them
The other way to merge the customers is by selecting the checkboxes for the two records and then clicking "Merge."
Click on Merge
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
Thank you!