Merge Customer account records | Voters

Merge Customer account records

complete

Lewis Sherratt

Could we look into merging customer duplicate accounts? This function would allow us to remove duplicates that have been created in error.

March 17, 2023

The status was updated to

complete

Hi all, 
This work has now been tested and signed off and will be in the July 2023 release of Cloud POS. 
Thanks, 
Suzy

Neil McQuillan - CEO Citrus-Lime

updated the status to

in progress

Neil McQuillan - CEO Citrus-Lime

This work has gone to testing and all being well will be in the July release.

Suzy Weightman

updated the status to

planned

Hi everyone, 
Thank you for your feedback on this feature request. 
We're looking to start work on this feature within the next couple of weeks. 
We'll add the ability to merge two customer records, allowing you to select the values you wish to retain from each customer. We'll then do some background work to merge sales history etc. 
We'll keep you up to date as we start work on this, and progress we make.
Thanks, 
Suzy

Suzy Weightman

Merged in a post:

Delete Duplicate Customers

Alex

Hi, It would be useful if we were able to delete customers from the system. We have duplicate customers but also useful for customers who change their mind after the details have been put into the system.

Thanks

April 12, 2023

Suzy Weightman

Merged in a post:

Duplicate Customer Accounts

Highland Bikes Admin

Whilst the fairly recent changes to the warnings provided when creating a duplicate customer account have been helpful, it appears that by the time the system realises that your are entering duplicate information, an account has already been created and all that happens is that you cannot add the same phone number and/or postcode to that new account. It would be very helpful if the salient information that recognises a duplicate is entered before hitting the create customer button thus completely avoiding creating a duplicate account. It would be even more helpful if it would show a link to the duplicate account so you could just add it to the Work Order or whatever it is you are creating.

April 12, 2023

Len Simmons

We are a recent adopter of CT. Only now are we finding that this basic feature is missing. It is unbelievable that this software does not have this function. Over time unless it is fixed, it will make the application unusable.,

CL would need to sort out the issue of them making the duplictaes in the first place, 
I would say merging accounts could be technically difficult, but peventing making them in the first place is very easy and we have been waiting years for that fix.
the main issue is CL puts the web order mobile in the land line field, this creates a duplicate customer 1 customer with the unique mobile numer in the landline field and the other in the correct mobile field. it baffles me how they can't see that as being wrong,
second issue is some postcodes are made with a space and some without
please see and up vote these related cases 
https://citruslime.canny.io/point-of-sale/p/delete-duplicate-customers
https://citruslime.canny.io/point-of-sale/p/duplicate-customer-accounts
https://citruslime.canny.io/ecommerce-website/p/duplicate-customer-accounts-allow-one-account-per-email-address
https://citruslime.canny.io/point-of-sale/p/remove-space-as-a-character-in-postcode-and-phone-number-boxes-in-edit-customer

Neil McQuillan - CEO Citrus-Lime

PM: We've had a couple of tries at stemming the tide of duplicate customers we put it into the validation to prevent it, but had to pull it out in testing as it made working on existing customers difficult. Once we have the merge feature live (this is nearing completion) I suspect we'll add this back in in a future release to cut off duplicates at source.  
For example. You have a customer open, the customer gives you their mobile number, it happens to be on another account - offer to merge accounts. 
Hopefully this will allow us to start helping our customers rationalise their customer data.

Neil McQuillan - CEO Citrus-Lime

updated the status to

under review

Jon Mayo

This would be a good feature, ideally it would merge reward accounts or (points at least) as well

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