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Merge duplicate customers without losing key details in FieldPulse! Begin by navigating to the customer record of a customer you’d like to merge and select Actions. Click on Actions Then, click Merge Customers. Click on Merge Customers You can now search for the second customer record you’d like to merge. Click on search If you’d like to use all the details of a single customer’s record, use the Customer 1 or Customer 2 buttons at the top of the page. Click on Customer 1… To pull individual details from each customer record, hover over a detail and select the arrow icon to include that detail in the merged customer record. Click on highlight When you’re satisfied with your merged customer record, displayed in the center column, press Save Customers. Your two customer records will now be merged into a single record, displaying the details you added to the center column.
Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.

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