Manual Merge

This type of merge can be performed from Manage Restaurant / Customer List.

1.   Generate a list of customers based on required search criteria.

2.   Identify duplicated customers and select them by ticking appropriate options.

3.   Then choose “Merge” from the list of actions with the selected records and click “Go”.

 

 

The dialog with detailed information of merging records will be shown.

 

 

The first grid on this dialog shows the record with consolidated data.

You can change information in any result column by clicking on the appropriate cell in the grid with merging records. If you would like to return to the automatically merged information, just click “Discard”. By switching options in the second grid you can select the record to merge to. Note that the result record is auto filled by the information from the selected record. After all details are copied and checked, click “Merge”.

Bookings and orders histories will be merged automatically.  Credit card details and interests are not merged.

After the merge is completed, it is not possible to split customers.