Categories

How to merge customer profiles

You are here:
< All Topics

Introduction

This tutorial will show you how to merge two profiles. If there is the same person many times in your system, you can use this feature to merge them together.

Configuration

  1. Open the ‘Members’ section in the top menu bar.
  2. Search the Person you want to merge.
  3. Select them both with pressed the ‘Ctrl’ button and clicking on them.
  4. Click on the Merge button at the top
  5. Choose which profile should stay and which will be imported.
  6. Press ‘Continue’ to save.

Your profiles have been merged. All information is now in one profile.

This site uses Akismet to reduce spam. Learn how your comment data is processed.