Customers App - Merge Customer Profiles
Merchant would like to add locker numbers to customers' profiles for tracking purposes and be able to merge customers together to stop duplicate profiles when different cards are used for payment
Cindy Randermann commented
The ability to merge duplicate customers would make my life so much easier. Counter employees keep creating new customer profiles for existing customers, so searching for an order becomes cumbersome and time consuming.
Please add purchase amount to exported customer file. Currently it only shows customer ID, customer name, date of purchase and email if they added email. I want to download customer transactions so that I can determine how much each customer has spent over time.
If name and email is matching with the customer already in the customer app system should not create new customer entry. I have a customer with the same email and named entered 28 times in the customer app.
Also adding option on the dashboard to delete multiple customers at the same time would be helpful.
Please add a way to merge customers. Viewing their order/purchase history under one customer is much more efficient then searching for any of various names/cards they have used over time.
Please and thank you!!!
The inability to merge duplicate customer entries is frustrating.
Please add a way to manage contacts, merge duplicates and sync with CRM
We use the loyalty program in our business. The loyalty and customer apps do not talk to one another correctly and duplicate customer profiles are being created, fragmenting their loyalty points across multiple profiles.
Merging customer profiles is the first step in fixing the communication between these two Clover-native applications.
Mobile Support (Crimson) commented
Merchant wants the option to be able to merge customers profiles within the customers app if there is more then one profile presented.
David Jackson commented
there are many instances where merging of 2 customer records is necesary... especially if using this data for marketing purposes. In the customer database, it would also be good if there were easier tools for identifying and eliminating duplicate customer records. A mass delete feature would be great for this purpose.
Merchant has questions in regards to multiple profiles appearing for a single customer in "customers" app, she was aware that the use of multiple cards creates the new profile, she would like to know if they can be combined into one, stated her regulars may not remember the cars used which makes it harder to keep track of purchase dates and items
Please design a way to merge two separate customers into one. This would aid our billing organization tremendously.
Offer the ability to combine customers that use different credit cards. They are still the same person! They just have multiple credit cards