How to merge customers?
Categories: Customers
Step 1
Go to “Top menu > Customers”.
Step 2
Switch to the “List view” by clicking on the button right next to the “+ Add Customer” button on the header.
Step 3
Choose customers you want to merge by clicking on their checkboxes next to them. It must be at least two customers.
Step 4
Click on the dropdown, that appeared on the header and choose “Merge”.
In the appeared window you can choose which name, data and photo you want to keep. If the filled fields conflict, the user must choose which data must be saved in the modal menu “Merge Customers”.
Step 5
Click on the “Save” button.