ZigaForm version 5.3.5

Use this form to merge customers information associated with two or more contacts into one contact.

Sometimes user will realize they have been maintaining two contacts that are actually the same. This may happen when you enter a customer for the first time; not realizing that they were already in Total Office Manager. This utility works by moving all information from one contact to another. This includes contact info, notes, logs, invoices, sales, credits, estimates, work orders, scheduling, checks, and more.

Basically here is how you merge customers. You will search for duplicates using the Find Duplicate form. You will then select a customer to merge others into. This is called the “target” contact. You will then select the contacts that have information you wish to move. These are called the “source” contacts.

Locate/Merge Duplicate Customer:Jobs Utility

By |2021-08-24T11:08:31-05:00March 22nd, 2018|

Introduction This topic will teach you how to locate/merge duplicate Customer:jobs in Total Office Manager by using a batch utility for mass updating.

Comments Off on Locate/Merge Duplicate Customer:Jobs Utility

HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

Newsletter

Sign-up to get the latest news and update information. Don’t worry, we won’t send spam!

Go to Top