Applies to: Admins
If one customer has two separate profiles in Endear, you can merge these two profiles. Merging profiles will also enable the platform to attribute sales to users more accurately.
Note: when you merge two customer profiles, the system will remove the “merged” customer record and move all details to the new customer. This includes notes, tasks, orders, profile fields, contact methods, conversations, assigned users. This action cannot be undone.
Solutions Overview
Visit the Customer's Profile page you want to merge into
Click Actions in the top right corner
Click Merge
Select Customers you would like to merge into the profile
Click the checkbox to confirm that this action cannot be undone
Click Merge.
1. Visit the customer profile of the customer you want to merge into
2. Click on Actions
3. Click on Merge
4. Search for the customers whose profile you want to merge into this one - these will be the profiles that are "merged", meaning their record will be deleted after the merge is complete
5. Check I understand that this action cannot be undone.
6. Click on Merge
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