Forum Discussion
VinceMHAW
6 years agoActive Contributor
Is there an efficient way to merge duplicate customers? A staff was in the habit of creating a new customer for each incident with the same customer, so we have many duplicates. Is there a way to quickly merge them or quickly replace one for the other on incidents? Or do I need to simply clean them up one by one?
VinceMHAW
6 years agoActive Contributor
Just to elaborate, my concern is that if I simply delete the extras, the incidents will no longer have customers attached to them, and will be less useful for tracking a customer's history.