Merge Customers

Got a duplicate? Here's how to fix that

To merge duplicate customers, click Customer on the left menu, and go to Customers:

You can find your duplicates by name, address, or phone by selecting duplicates at the top.

Click the dots icon at the top right to go to the utilities section to merge customers.

Select Merge

Select Customer to Keep and Customer To Remove.  Customer To Keep is the customer who's main profile information will be used in the customer profile. (name, phone numbers, emails, customer notes). Other than the main profile information, all other items will get merged together under the Customer To Keep customer. (This includes addresses, messages, appointments, jobs, Accounts Receivable Items)

Select Merge to merge customers.

Last Updated by: Josh Hughey 8/8/2023