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:- This page lists all the selected customer records side by side for comparison, with a “radio” button next to each field for each record. By default the most recent customer record is selected along with all it's fields.

In the case above, the operator has selected some fields from other records as being preferred data by using the radio button against the required field on the required record.

When the merge button is clicked, any bookings against any other records will be disconected and attached to the primary record and the primary record will be updated with any values selected from the other customer records. Finally the “unused” records will be marked as Deleted and you will be returned to the primary booking, as below:-

Note that the activity Tab lists the customer records that have been merged in to it.