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Ovatu

How do I merge Customer Profiles?

**Merging customers is an irreversible process**

To merge Customer A with Customer B, choose Customers > List

Find Customer A

Click on the Mergeicon against that Customers' name how-do-i-merge-customer-profiles

A list of all other Customers will appear in alphabetical order according to the customer's last name:

how-do-i-merge-customer-profiles Find Customer B and select the checkboxagainst their name

Click Merge

*Please note:*When merging Customer A with Customer B, the data fields for Customer A take precedence. All Notes, Credit Balance and Loyalty Points from both Customer A & B, are added to Customer A.

Ovatu also includes an auto bulk customer merge function. You can view and action that at https://ovatu.com/location/advanced/autoMergeCustomers. This page shows the primary customer with the solid bullet point and it's secondary profiles with indented, hollow bullet points. Click on the Yes, Continue button at the bottom to accept the merge as it is and action it all at once.

Merging customers is an irreversible process

To merge Customer A with Customer B, tap Customers > Locate Customer A

Tap the Action icon , then tap Merge Customer

how-do-i-merge-customer-profiles

Tap Customer B, then tap Merge

how-do-i-merge-customer-profiles

A Merge Customer pop-up will ask you to confirm the merge

Tap No to revert back, tap Yes, Merge to continue

*Please note:*When merging Customer A with Customer B, the data fields for Customer A take precedence. All Notes, Credit Balance and Loyalty Points from both Customer A & B, are added to Customer A.

**Merging customers is an irreversible process**

To mergeCustomer Awith Customer B, tap Customers 

Tap on Customer A's name in the customer list

Tap the 3 dots icon in the top right-hand corner of the screen

how-do-i-merge-customer-profiles Tap Merge

Locate and tap on Customer B's name in the Customer List

how-do-i-merge-customer-profiles

Tap **MERGE >**YES, MERGE

*Please note:*When merging Customer A with Customer B, the data fields for Customer A take precedence. All Notes, Credit Balance and Loyalty Points from both Customer A & B, are added to Customer A.


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