Holray provides sophisticated customer management options.

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 search option on the booking.

There are two ways to merge a customer, via the customer screen and via the Dedup screen. Below we will look at how to merge from the customer screen.

Having found your duplicate customers, using the search function, you can click the checkbox next to each record that you wish to merge, as below:-

As shown above you may not wish to merge all records, some may be different customers at the same postcode for example. Once you've selected the required records, click the merge button and the system will show you the merge screen, as below:-