holray:merge_customers_basic
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| holray:merge_customers_basic [2022/04/11 15:06] – holray | holray:merge_customers_basic [2022/04/11 15:43] (current) – siray | ||
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| ====== Merge Customers ====== | ====== Merge Customers ====== | ||
| Holray provides sophisticated customer management options. | Holray provides sophisticated customer management options. | ||
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| Over time you may end up with multiple customer records for the same customer, either where a customer has booked multiple times via the web and a new record is created each time or where mutliple bookings have been taken over the phone without searching for the customer, via the [[customer search via booking|search option on the booking]]. | Over time you may end up with multiple customer records for the same customer, either where a customer has booked multiple times via the web and a new record is created each time or where mutliple bookings have been taken over the phone without searching for the customer, via the [[customer search via booking|search option on the booking]]. | ||
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| {{: | {{: | ||
| - | Note that the activity Tab lists the customer records that have been merged in. | + | Note that the activity Tab lists the customer records that have been merged in to it. |
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| + | Any bookings attached to the merged customer records are now attached to this record:- | ||
| + | {{: | ||
holray/merge_customers_basic.1649689569.txt.gz · Last modified: 2022/04/11 15:06 by holray
