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How to Use Customer Audit (Merge)

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In this tutorial, you will learn how to use the Customer Audit feature.

Utilities | Customer Audit

customer audit

Search for Duplicates

This option will provide a spreadsheet of customers that have matching Full Name, Phone Number, Credit Card, and/or Email.

  1. Click Duplicates
    select duplicates
  2. Select fields for search
    select fields for search
  3. Click Search
  4. When prompted, click Yes to view a file displaying all duplicate customer information.
    view file dialogue

Search by Demographics

This option will provide a spreadsheet of customers that have matching Full Mailing Address and/or Credit Card.

search demographics

  1. Click Demographics
  2. Select Fields for search.
    missing demographics
  3. Click Search
  4. When prompted, click Yes to view a file displaying all duplicate customer information.
    view file dialogue

Merge

Use this option to quickly merge customer profile’s that have matching criteria.

merge customer profile

  1. Click Merge
  2. Select merge options (Full Name, Phone Number, Credit Card, and/or Email.
    1. Click Manual Merge to merge customer profiles individually
      manual merge
    2. Click on any information to keep
      customer merge informationNOTE: The fields highlighted yellow will be kept when merged.
    3. Click Merge to Merge these profiles and proceed to the next match.
    4. Click Next to skip merging these two profiles and proceed to the next match.
  3. Or, leave all options checked and click Auto-Merge to automatically merge all duplicate profiles together.
  4. Click Start to begin the merge process
    auto mergeNOTE: Excludes customers with Accounts Receivable history.
  5. Click Exit
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