Merge customers
🔐 Availability
This module is available only for Administrator-type users.
📌 Purpose
The Doublet Customer Management tool identifies and processes duplicate customer entries, based on key matching criteria, and allows administrators to merge, delete, or accept these entries—helping maintain a clean and accurate customer database.
🧮 Grouping Logic
Customers are automatically grouped by one or more of the following matching criteria:
📞 Phone Number
📧 Email Address
🏠 ZIP Code + Address
Within each group:
You may act on the entire group.
Or you can create and manage subgroups (by selecting specific duplicates).
Once a customer is processed (merged, deleted, or accepted), it will no longer be proposed in future doublet matches—even if newly created duplicates share the same data.
🛠️ Operations on Doublets
There are three types of actions available for handling doublet customer groups:
1. ✅ Merging
🔹 Full Group Merge:
Step 1: Select the radio button of the customer to keep as the main record.
Step 2: Click Merge.
✅ All bookings from other duplicates are moved to this main customer.
✅ Non-overlapping info (e.g., fax, alternate phone) is transferred to the main record.
❌ Other customers in the group are deleted after the merge.
🔸 Subgroup Merge:
Step 1: Use checkboxes to select duplicate customers.
Step 2: Inside the selected subgroup, pick one customer with the radio button.
Step 3: Click Merge.
✅ Only the subgroup is processed.
✅ The subgroup disappears from the merge proposal.
❌ All selected customers are deleted except the one retained.
2. 🗑️ Deleting
🔹 Full Group Delete:
Click Delete without selecting anything.
❌ Deletes all customers in the group.
🔸 Subgroup Delete:
Select a subset using checkboxes.
Click Delete.
❌ Only the selected customers are deleted.
3. ✔️ Accepting
🔹 Full Group Accept:
Click Accept without checking any boxes.
✅ All customers are accepted as separate valid entries.
✅ They won’t appear in future duplicate suggestions.
🔸 Subgroup Accept:
Use checkboxes to select a subgroup.
Click Accept.
✅ Only selected customers are accepted.
✅ Others may remain in the duplicate list.
🏘️ Special Case: ZIP Code + Address Grouping
Instead of deleting duplicates, this method links all customers in the group.
A ‘parent customer’ must be selected.
All bonuses and rewards are redirected to the parent.
Linked duplicates still retain their bookings.
On the parent customer page, you can:
View links to the doublets.
On the doublet customer page, a link to the parent is also available.
📌 Important: If any customers in the group have future bookings, one of them must become the parent during the merge.
⚠️ Performance Tips
For large groups:
Perform several subgroup operations first.
Follow up with a final group-level action.
You can manually edit customer details for more refined control before merging.
📘 Summary Table
Merge
Merges all to 1, deletes rest
Merges selected to 1, deletes selected
Delete
Deletes entire group
Deletes only selected
Accept
Keeps all, skips future match
Accepts selected, skips future match
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