Mass merge duplicates customers
This article will show you how to mass-merge customers using the back office as an administrator.
- Select the filter Email, Cell or Work phone
- Select "Show duplicate only"
3. Click "Search"
4. After all duplicate customer show, click on "Batch actions" and click on "Auto.-merge all"
5. Select the operation "Oldest to Newest" or "Newest to Oldest" and press merge
This article will show you how to merge a customer using 3 different ways at the back office as an administrator. Customer Check Box two Duplicate Customers Select Batch Actions Merge Newest to oldest & Oldest to newest 4. Select Newest to ...
Delete Customers Expired/Incorrect Card on file
Delete Customers Expired/Incorrect Card on file This article helps you learn how to Delete any of your Customers Expired/Incorrect Card which is on file. 1. Please click on Reports and then go to Manage Credit Card 2. Please type in any of the ...
Gift card - Mass Credit
In this training, we will learn how to Add, Subtract and Change Customer's Balance of Gift Card. Report >> Product >> Gift card Select Date by Quick date or Start and End as Optional You can search gift card by 'Gift card Code' or by 'Customer ...
Form Customization - Customer/Employee
The Customize customer/employee fields page allows the user to customize the fields within the Employee, Customer, or Secondary Contact (Salon only) profiles. This page also allows you to make changes such as fields being mandatory or shown to ...
Franpos collects and manages customer information for you. It allows you to view and edit contact information, purchase history, and keep notes on each customer. Delete customer In this training, you will learn how to Delete a customer profile. In ...