How to merge customer profiles

Merge customer data by combining two similar profiles into one. If you’ve got multiple records for the same customer, you can merge customer records together. This includes jobs, quotes, notes and tasks.

Here's how to merge customer profiles:

Select the customer profile you would like to merge
Hit the three dots in the top right and click merge into..
Search for the customer profile you would like to merge with, click to select
Check the review page to make sure you have chosen the correct profiles
Scroll to the bottom of the page to confirm that you would like to merge the two customer profiles together. The merge will take a few seconds to complete and the original customer profile will be deleted
Not the right profile? No problem! Select Choose another customer to select a different profile