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...
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.