Overview:
Customer data is an important aspect of a golf operation. There may be an instance where a golfer has two accounts created. Merging customer accounts will allow customer data to remain clean.
Preconditions:
Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.
- Access to the customers module
- A customer has multiple accounts in the customer database
Steps:
1. Go to the Customers module.
2. Find the customers you wish to merge. Select the two accounts by clicking the checkboxes to the left of the names.
3. Select 'Merge Customers' (Bottom right of the screen).
4. Select the information you wish to use on the newly merged account (Green indicates the information that will be used on the merged account)
5. Click "Save Changes."
6. This will merge the two customers selected into one profile, removing the duplicate account from the foreUP software.
FAQ:
Q: Can I reverse a customer merge?
A: No. Once you have merged two customers into one, you cannot undo that. So double check it's all correct before finalizing the merge.
For further assistance, please contact our Support Team at support@foreup.com or 800-929-5737