Merge duplicate customers

Merge two customers

1. Open the profile you want to keep and choose Actions, then Merge Customer.
2. Under Select customer to merge in, search for the duplicate by name, email, phone or vehicle.
3. Click Next: Review. You see which records will move, such as vehicles, bookings, invoices, quotes, messages, calls, notes, files and warranties, and which phone numbers will be added.
4. Click Merge Customers.

The profile you opened keeps its contact details. The duplicate's phone numbers are added to it as extra numbers, and then the duplicate is deleted.

Find duplicates across your list

1. On Customers, click the Find Duplicates icon.
2. Wrapstart groups customers who share an email, a main phone number or the same name. Groups matched by name only say so, so check them carefully.
3. In each group, pick the record to keep. The most complete one is picked for you.
4. Click Merge … into selected.

The kept record gets any missing email, phone or address from the duplicates, along with all their invoices, quotes, jobs, vehicles and conversations.

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