Merging Customer Records

Merging Customer Records

Getting Started

  1. Select Search at the top of the dashboard.
  2. Once on the Search page, select Click here to transfer/merge vehicles and customer in the top right corner highlighted in blue.


  1. Next select Merge two customer profiles from the dropdown menu

  1. Next search for the two customer profiles you would like to combine in the search boxes labeled Profile 1 and Profile 2. 
  2. Once the customer profile is selected, you can then select the profile elements that you would like to keep from each profile. 
  3. After making the profile data selections click the blue merge button to complete the merge. 




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