Need the ability to merge records, especially customers. Employees make mistakes, and have duplicate or multiple copies of customers is det
Need the ability to merge records, especially customers. Employees make mistakes, and having duplicate or multiple copies of customers is detrimental to an efficient system. Merging should allow no loss of ticket and asset history without having to go back and manually enter everything.
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Christina commented
I need this function. Does anyone know if it is working properly.
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Ryan (CTO, Pinellas Computers) commented
This is live! See the "Merge" option on the top of a customer page. Gotta love how Troy and Robert just sneak this stuff in.
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K Cunningham commented
agreed; issue we're having is customers emailing in, RS is making new customer entries because they customer is showing a different contact number in their email. then the we'll have the original and then their 'new' duplicate customer entry, and my techs will randomly assign tickets and info between the 2 over time. You never noticed it until it's too late.
as well, having a way to merge these 2 duplicates into one would be SUPER trivial!
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sheep commented
Yes please!
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Anonymous commented
Yes. We definitely need this. The ability to merge / combine both customers and tickets would be nice. I get some people that don't understand the ticket system so they just keep emailing new emails about the same thing but it generates a new ticket each time they email us so we can end up with 3-5 tickets for one issue. Being able to combine all those into one ticket would be nice.
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Ryan (CTO, Pinellas Computers) commented
Yeah, dying for this too.
I'm currently merging 2 customer accounts together (both employees of the same company) and it's grueling. Basically, I updated one of the accounts to a business account, and used the existing customer as the primary contact. Then I added the second customer (who had a separate account) as a secondary contact under the business account. Now I'm duplicating the tickets, estimates and invoices under the main company account from the second individual account. Lastly I'm going to back-date those documents, and then "change info" on the payments to back-date them appropriately.
This could easily be remedied by having an admin-only option to "change customer", if not "merge account". I just think it would be easier to go into the "change info" for a ticket, and be able to choose which account that ticket belongs to (and from there change the customer name, if necessary).
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John Murphy commented
This is a sore spot at the moment, but if I've learned anything about the guys at RepairShopr, it'll be coming. Only company that really listens to their customers.
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Dean Ingraham commented
Yep.
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Jason Miller commented
100 Percent Agree! We need this as well.