How do I merge Customer Profiles?

**Merging customers is an irreversible process**

To merge Customer A with Customer B, choose Customers > List

Find Customer A

Click on the Merge icon against that Customers' name 

A list of all other Customers will appear in alphabetical order according to the customer's last name:

Find Customer B and select the checkbox against their name

Click Merge

Please note: When merging Customer A with Customer B, the data fields for Customer A take precedence. All Notes, Credit Balance and Loyalty Points from both Customer A & B, are added to Customer A.

Ovatu also includes an auto bulk customer merge function. You can view and action that at https://ovatu.com/location/advanced/autoMergeCustomers. This page shows the primary customer with the solid bullet point and it's secondary profiles with indented, hollow bullet points. Click on the Yes, Continue button at the bottom to accept the merge as it is and action it all at once.

Merging customers is an irreversible process

To merge Customer A with Customer B, tap Customers > Locate Customer A

Tap the Action icon , then tap Merge Customer

Tap Customer B, then tap Merge

A Merge Customer pop-up will ask you to confirm the merge

Tap No to revert back, tap Yes, Merge to continue

Please note: When merging Customer A with Customer B, the data fields for Customer A take precedence. All Notes, Credit Balance and Loyalty Points from both Customer A & B, are added to Customer A.

**Merging customers is an irreversible process**

To merge Customer A with Customer B, tap Customers 

Tap on Customer A's name in the customer list

Tap the 3 dots icon in the top right-hand corner of the screen

Tap Merge

Locate and tap on Customer B's name in the Customer List

Tap MERGE > YES, MERGE

Please note: When merging Customer A with Customer B, the data fields for Customer A take precedence. All Notes, Credit Balance and Loyalty Points from both Customer A & B, are added to Customer A.