How to Merge Customer Files

 

To merge customer files you will want to follow the below instructions. Keep in mind this can only be done in the new Modern Version. 

 

Go to the Customers tab and select the customer file you need to merge. 

 

Once you are in the customers file you will see at the bottom on option to merge. 

 

 

It will then give you the customer list where you can search for the file that you need to merge. 

 

 

Once you chose the customer files you need to merge it will give you an option to choose which information you need the file to show. 

 

 

Once you chose confirm it will then show you what the new customer file will look like so you can double check and make sure that it is correct. 

 

 

Once you click merge it will pop up an alert letting you know

• Only one customer with selected fields will be created and the other customer will be delete
• Vehicles of both customers will be merged into one
• Repair Orders will be updated to reflect new merged customers
• Part Sales will be updated to reflect new merged customers
• Quotes will be updated to reflect new merged customers
• Appointments will be updated to reflect new merged customers

 

 

Once you click confirm it will take you into the customers file where you can check to make sure that all the information is updated and correct.