The "Merge Customers" function allows us to combine two clients with the same identity, ensuring that no information is lost and that it does not interfere with the existing data in the system. This feature is useful when the system indicates that a client with the data we are uploading already exists or when we accidentally create duplicate profiles.
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First, go to the "All Customers" section in the list of icons on the left side of the screen.
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In the "All Clients" list, you will notice checkboxes to the far left of the columns, where you can select the Customers.
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After selecting the clients you want to merge, go to the top right corner, where you will find the "Merge Clients" option at the far right the options given.
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When you click "Merge Clients," a tab will appear asking you to choose which client will have the changes applied. You should select the one with less information, if such an option exists, although on the next screen you will be able to see more options.
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After clicking accept, the next screen will allow you to select more freely what you want to appear in your merged client. You will see all the information uploaded for each Customer, and you can choose which information is to be kept.
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This tab divides the information into different sheets where you will have many options to choose from between Customer#1 and Customer#2.
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On the right side, you can visualize how the selections will look.
Once we are satisfied with the information changes, we can click on the Merge and Save button on the top right portion of the screen.
Once completed, it will take you to the tab of the finalized Customer.