If you have any duplicate customers in your account you now have a way to merge these customers and bring over all addresses, phone numbers, emails, vehicles, jobs, proposals, orders, payments, approvals, subscriptions, eGift cards, messages, and custom data. Here's how this process works:
Click into the customer you'd like to remove (likely the most recently added).
Click the 3 dots in the top right corner and select "Merge."
A box will pop up showing:
the customer you are pulling information from
the option to the select the customer you are merging that information into
Select a customer to merge information into.
The selected "From" customer will be automatically deleted after the merge is complete.
