This tab servers serves to identify and clean up duplicates created (usually by guests booking their friends via our Marketplace).
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To clarify this, click on the button in the upper right corner:
The Source Customer is the customer to be merged → this customer’s record will be cleaned. The Target Customer is the customer in which you merge → this customer’s record will be updated. |
Note |
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Do not delete customer records if avoidable. Always merge so Bookings, Memos, etc. are transferred to the “real” customer record. Before you can merge, you have to clean up the billing template (if existent) of the Source Customer. Else, you will get the following error message: |
Identical Duplicates
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You may show the information or edit the record here. Also:
Clicking on this symbol next to the original (the Target Customer) will automatically merge every duplicate of this name into your Target Customer, saving time. |
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Once you are sure, press on the button “Merge Clients” to finish cleaning up all duplicates at once.
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