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 and Merge Duplicate Customer:Job

By |2021-07-09T01:28:02-05:00March 22nd, 2018|

Introduction This topic will teach you how to locate duplicate contacts. This form is usually used to locate duplicates that you wish to merge together (using the merge duplicate tool). Usage Use this form to merge information associated with two or more contacts into one contact. Sometimes user will realize they have been maintaining two

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