If your customer database contains multiple customer files with identical characteristics, a submenu item called Duplicates is created in each of these files. If it is the same person who was accidentally entered twice, you can merge the customer files to maintain clean data.
Merging duplicates
If you encounter duplicates in a customer file, you can merge them.
In the row of each duplicate there is a "use" button.
If this is black (active), this customer card will be merged.
If a customer listed in the list should not be merged with the current customer file, click on "use". The button turns white (inactive) and this customer file remains untouched.
After clicking "Merge", you will enter the comparison view, where you can specify which data will be transferred to the new file.
In the column with the column header "New" you will find the data that will be included in the new file. Select the correct data from the conflicting data, or enter the correct data manually. Then click "Save".
The customer files have now been merged. All data and appointments have been transferred and remain available.
Duplicates – ignored suggestions
If a duplicate is ignored during merging, you can use this trick to find the missing duplicate.
Avoiding duplicates
Duplicates occur when customer data is entered again in the calendar. As soon as you enter the first letters of the name in the appointment dialog, you will receive suggestions for existing customers.
When you enter an appointment for an existing customer, you should also click on the name suggestion. Only if it is a new customer with a similar name should you enter the name manually. After you save the new appointment, a new customer file is automatically created for this customer.
Selection of an existing customer when entering an appointment:
