Merge Customer

Merge Customer

This article will show you how to merge a customer using 3 different ways at the back office as an administrator. 

  •  Customer 
  1. Check Box two Duplicate Customers
  2. Select Batch Actions
  3. Merge

Merge_-_1.png

Newest to oldest & Oldest to newest

     4. Select Newest to oldest.

     5. It will show records of the customer.

     6. Press ' Merge' to proceed.

Merge_-_2.png

Manual Marge

  1. Select Manual Merge option
  2. Choose any customer name you want it to merge to.
  3. Shows the record of the customer.
  4. Press' Merge' to proceed.

Merge_-_3.png

     5. Shows 2 customer successfully Merge.

Merge_-_5.png

    • Related Articles

    • Mass merge duplicates customers

      This article will show you how to mass-merge customers using the back office as an administrator. Go to the Customer page Select the filter Email, Cell or Work phone Select "Show duplicate only" 3. Click "Search" 4. After all duplicate customer show, ...

    • 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 ...

    • Assign Customer

      In this training, you will learn how to assign the customer to the sale.  Pick item Press ‘Guest customer’ Search customer by name Guest customer name is replaced with the name of the chosen customer.                                   

    • Delete customer

      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 ...

    • Assign Customer

      In this article, you will learn how to assign customer using franpos.