Omnibasis offers you simple tools to clean up your customer list. You ran a duplicate report and it will find duplicate with the same email, phone number and mobile number.
- Navigate to Customer List omniCustomers \ Customers and expand filter icon.
- Click Find duplicates.
Merging duplicate records
Omnibasis search your customers and finds duplicate with same Email, Phone Number and Mobile Number, and groups them together for you.
- Choose what customer record is a Primary. That record will stay.
- Choose what customer records to merge, using selection next to the customer name.
- Click Merge duplicates, for customer records to be merged, one that are not primary, deleted.
Note: when merging, all customer notes are assigned to customer marked Primary.
