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...
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.