Searching for customers to consolidate

Use the Customer Consolidation page to merge customer records. You can search for duplicate customers, merge customer records and delete duplicate customers.

 

    1. Choose one of the following:

    2. In the Fields to compare for matching information section, select one or more of the listed options that you want to compare when searching for matching (duplicate) customer information.

    3. (Optional) To only return customers with a specific membership package, select the Package that you want to search for.

    4. (Optional) In the Search options area, select options to filter and/or sort your search results.

    5. (Optional) To view the Customer Consolidate Report, click View Report.

    6. Click Search.

    7. Compare the details for the Comparison Customer (at top) to the Potential Duplicate Customers. For each potential duplicate customer, do any of the following:

Related topics

Merging two customers

 

Return to Population

Return to Population Settings