Merging Duplicate Contacts

If you have two or more contacts in your system which contain duplicate information, you can merge them together into a single contact record.

Merging will consolidate the purchase history of each contact into the target record.

Note: Only contacts of "Customer" type can be merged. Merging will not work with contacts of "Vendor" or "Other" types.

Tip: Make sure popups aren't blocked.

INSTRUCTIONS:

1. Navigate to the Contacts module.
   • Customers > Retail Customers
2. Locate the contact that you'd like to remove.
   • Enter the contact's First or Last name into the search field, and click SEARCH
     

1. Click the Trash Can icon next to the contact. 
   • If the contact has NO purchase history, it will simply be deleted.
   • Otherwise, if the contact has a purchase history, you will be prompted to merge with an existing contact.
2. When the popup appears, click OK to delete the contact.

• If the customer has a purchase history, a "Merge Contacts" popup appears. 
• Click YES to merge into an existing record.
  • A new window will appear, allowing you to search for the existing contact.
• Enter search criteria to locate the existing contact, then click SEARCH
  • The contact being removed will not appear in the search results.