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  1. Customers App - Merge Customer Profiles

    85 votes

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    Started  ·  24 comments  ·  Engaging Customers » Managing Customers Internally  ·  Admin →
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    Old World supported this idea  · 
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    Old World commented  · 

    I don't see any documentation about it but currently you CAN merge customers.

    Not sure the variable needed but if we match Business Name, First Name, Last Name and Email they merge and combine all the transaction into one. Tried just First Name and Last Name but it wouldn't merge so it needs more like Email or Business.

  2. Merchants would like the ability to search the customer app by using the Company name field

    3 votes

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    3 comments  ·  Engaging Customers » Managing Customers Internally  ·  Admin →
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    Old World commented  · 

    To be more Accurate we technically can search by business name but the search doesnt display the company name unless the customer is missing the first and last name fields. So if we have a customer named John Smith and company Google then we search for google then we only see John Smith so its easy to think that the company is not in the system and then someone will make a duplicate of the customer.

    Old World supported this idea  ·