Customer list
Several times I have entered what I thought was a new customer, however unbeknownst to me there was already a entry for this customer. By doing so I ended up with two entries for the same customer.
Can you create an alert for when a new customer entry matches or is similar to an existing customer to avoid duplicate customer files.
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vote
Sara Twigg-Patterson
shared this idea
You can now Merge Customer if you do this. Go to Admin / Merge Customer. You will need Manager level access for this.