This feature is available when you are in Customers list, after selecting a customer and click on Edit sign:

In this scenario, one customer will be the Source Customer and the other will be the Target Customer.

The Source Customer will be deleted after the match is done and the persons related to the Source customer will be matched or added to the Target Customer persons list, together with other details as explained further.

The list of the persons of the Source Customer

The list of the persons of the Target Customer

For matching customers, select from the list the Source Customer and click on Edit sign, then select Merge Customer option.

Once Merge Customer option is selected, a search dialog is opened and you may search for the Target Customer:

After the search results are returned, select the Target Customer and click SELECT TARGET CUSTOMER button.

Next, you must confirm or cancel your action:

If you select YES, the Source Customer will be deleted and its related details will be merged into Target Customer details.

Merged data

  • Accounting records of the Source Customer will be updated with the ID of the Target Customer

  • Addresses records of the Source Customer will be updated with the ID of the Target Customer

  • Agent Commission details for customers who are agents will be updated with the ID of the Target Customer

  • Contact details records of the Source Customer will be updated with the ID of the Target Customer

  • Customer Brand records of the Source Customer will be updated with the ID of the Target Customer

  • Customer Invoice records records of the Source Customer will be updated with the ID of the Target Customer

  • Customer Type records of the Source Customer will be updated with the ID of the Target Customer

  • Notes records of the Source Customer will be updated with the ID of the Target Customer

  • Deals records of the Source Customer will be updated with the ID of the Target Customer

  • Custom Field Values records of the Source Customer will be deleted

  • Tasks records of the Source Customer will be updated with the ID of the Target Customer

  • Email records records of the Source Customer will be updated with the ID of the Target Customer

  • Persons records - the system matches persons of the source Customer with persons of the target Customer first by email address.

    If email address is empty the matching is done if all - family name, personal name and birth date - are matched.

  • If a person of the Source is matched with a person of the Target - the system deletes the person of the source, and it keeps only the person of the target and updates the below details from the source:

    Tasks, Multimedia records , Email records, Notes, Traveler assignments

  • If a person of the source customer is not matched with any of the target's person, the system moves the person from source to target, but maintains as main person of the target only its original main person.

Based on the above examples of Source Customer and Target Customer list of persons, see below the details of the Target Customer after matching process is finished:

Addresses

  • after matching, the address record of the Source Customer is added to the list of Addresses of the Target Customer

Persons

  • one person having the same family name, personal name and birth date was matched - Person Matched

  • the 2 persons from Source Customer have been moved to Target Customer

Contacts

  • after matching, the Contact record of the Source Customer is added to the list of Contacts of the Target Customer

Tasks

  • after matching, the Task record of the Source Customer is added to the list of Tasks of the Target Customer

Notes

  • after matching, the Note record of the Source Customer is added to the list of Notes of the Target Customer

Deals

  • the deals related to Source Customer will be moved in the list of the deals of the Target Customer

Emails

  • the emails related to the Source customer and Source persons will be moved in the list of emails of the Target customer/persons.

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