Merging duplicate customers
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Ivan Byler
How do I know which customer to use for the target. I can't see the ID in the drop down.
Yuval Katchalski
Ivan Byler: Hi Ivan, thank you for your valuable feedback about this feature. We appreciate your input and will add that capability in the following weeks. If you have any other thoughts or ideas, please don't hesitate to reach out.
Yuval Katchalski
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K
Karen
Yuval Katchalski: Are there directions on how to merge the files?
Yuval Katchalski
Yuval Katchalski
Merged in a post:
Merge
C
Charlotte
it would be great to merge two customers as sometimes a duplicate gets created or you have a customers with two different last names
Stefan Reckson
Yuval Katchalski am i using the beta or am i using the new product?
Yuval Katchalski
Stefan Reckson: you are using the new product.
K
Karen
Looking forward to this fix! It is definitely needed. It messes things up when trying to sync things to QuickBooks.
C
Chris Igglesden
They are testing a beta right now which my team has been part of and so far it seems to be good!
D
Don
Please add me Too
JeanPierre Michel
Yes, please add us to beta testing for this
J
J
Add me to the Beta
M
Mike
I’d love to added as well!
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