How do I merge my customers in RepairShopr?

How to Merge Customers

What it does:

This allows you to merge customer records together

 

What it doesn't do:

It does not merge the Address (city, state, zip), Prepay Hours Balance, Notes, Custom Fields, and Settings ("SMS Service Enabled" and "Opt Out - Email Marketing")



We've added the ability to merge customers within our application! 

First, go to your main customer records page.

Jackie's record was entered by mistake, and is actually meant to be listed as Jackie Johnson - so we're going to merge these records together.


Let's merge Jackie's record into Jackie Johnson record. To do this we need to open the customer detail page of the customer we don't want anymore, in this case, Jackie.

Once there, we'll click on Actions > Merge button.



 

Next, we'll enter the customer we want the record to merge to name on the far right, in this case Jackie Johnson - this will be the record that the first customer will be merged into.





On the final screen, we'll be taken to Jackie Johnsons 's customer detail page, which will show all of Jackies tickets, invoices, and assets too - but now they are listed under Jackie Johnson.

Please Note: Merging customers is irreversible once completed, so please take care to not accidentally merge customers. :)

 

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