The customer duplicates mechanism allows users to:
- prevent the creation of multiple customers with the same contact details (email and phone);
- have a more accurate picture of the volume of the customer base;
- keep communications with a customer (emails & SMS) and tasks for that customer in one place.
List of duplicates
Checking for the presence of duplicates is performed in the "Email" and "Phone" fields in the customer/order card after saving a customer or order, as well as in the "Customer" widget in the chat. Upon clicking this number, a window opens with a list of customers or orders with the same data.
The "Current" mark indicates the customer whose page you are currently on.
Selecting a priority customer and combining data
To combine customers, you first need to select a priority customer - that is, the customer that will remain on the system following the combining.
Note
If the priority customer does not have an email, but the customer who is to be combined does, then this email will be transferred to the priority customer card after combining.
Combining data
Following the combining, functions such as analytics, notes, tags, calls, e-mails, SMS, tasks, and attachments will be combined, and only one customer will remain on the system.
Note
If a customer with similar (but not duplicate) data is included in the selection of duplicates, indicating that this customer does not need to be combined with anyone, simply uncheck the entry for it.
Merging takes place in the background. Once completed, a notification will appear in the lower right corner.