Use the Merge Customer Values page to merge two duplicated customer or company records into a single record. The values you select from the two records are retained for the resulting merged customer record.
Choose one of the following:
To merge two customers that you already know to be duplicates:
Go to Front Desk > Population > Customers.
Search for and select the first customer.
Click Merge Two Customers.
Search for and select the second customer.
To search for potential duplicates of a single specific customer:
Go to Front Desk > Population > Customers.
Search for and select the customer.
Click Show Like Customers.
Click Merge for the duplicate customer that you want to merge.
To search the system for potential duplicates that you may not yet know about:
Go to Front Desk > Population > Customers - Consolidate.
Click any fields to use to compare when searching for duplicates.
In the Search options section, select the range of customer names and the Customer Site that you want to search for.
Select the sorting option for the search results from the Order potential duplicate customers by dropdown list.
Click Search.
Click Merge for the duplicate customer that you want to merge.
For each of the fields in the Details section, click the option button in either the Primary or Secondary column for the value to retain in the new merged record.
Click Merge.
Note: To cancel the merge, click Exclude. The potential duplicate record (the secondary record) will be excluded from the next search for duplicate customers to merge.
Finding similar customers or companies to merge