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Merging Customers
Merging Customers

Merge multiple customer profiles and all associated vehicles into a single profile.

Rebecca Castro avatar
Written by Rebecca Castro
Updated over 2 years ago
  • Click on "Customers".

  • Enter a customers name, phone number or address in the Search Field.

  • Click "Go" or press Enter to view search results.

  • Click on the customer's Actions Menu (...).

  • Select "Merge Customer".

  • Search for the existing customer you wish to merge (search by name, address, or phone number), then click on the Magnifying Glass icon to search.

  • Select the appropriate customer to merge by clicking "Select".

  • Select which profile should be kept. The other profile's data/vehicles will transfer to the selected (kept) account.

  • Click "Continue" to complete the merge.

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