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Forum Discussion
Allow Merging Incidents into a Single Incident
Many of the Incidents I receive are actually duplicates of identical incidents (although they may involve different Customers in the same Company). For example, I received several tickets on a wi...
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?
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.
I'm sorry there is no way currenlty to merge separate incidents, however you can link them together as well as close multiple incidents simultaneously if needed.
VinceMHAW wrote: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? usps tracking
I also want lean to quickly merge them . also looking forward on Vince's Question to be replied with solution...
