If the same customer exists twice in portatour®, they may have been created once manually and once via the import in portatour®. Proceed as follows to clean up duplicates of customer records:
- Open the detailed view of a customer that you want to merge with another.
- Click on the Actions button at the bottom and select Merge customer.
- Search for the second customer for the merge. You will see a comparison of the data from both customers in a new window.
- In the Target customer row, select which of the two data records you want to keep.
- In the other lines, select the data to be transferred. For text fields, a combination of both texts is possible. Select the column Combined to do so.
- Click on Merge.
The selected data and all the data records linked to it (appointments, tasks, reports and call blocks) will be transferred to the target customer. The other customer will be sent to the recycle bin.
Notes:
- Limited permissions:
- This function is only available if you have the user permissions Customers > Delete and Reports > Edit history (see Manage permissions).
- Due to restricted permissions, the selection from which customer the data is to be transferred may be deactivated for some fields. In such cases, the data of the target customer is used.
- If only one of the two records has an external ID, select this one as the target customer. This is also the default setting as the external ID indicates a (regular) data import.
- By default, the table only displays the fields in which the data of the two customers differ. For these fields, portatour® tries to find a preselection that makes sense. If necessary, adjust the selection. To see fields with identical data as well, switch from With conflict to All in the dropdown box at the top.
- If you want to merge three or more customer records, simply repeat the above steps several times.