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4.47. How do I delete duplicate customers without affecting linked info?

We occasionally create duplicate customer files by accident (slightly different name/spelling, etc.) and need to know how to eliminate the duplicates without losing any linked records. Please advise.

Solution: Re-assign and delete.

Procedure:

1. Click Reports and Charts > Customer History. Run the customer history report for the duplicate customers.
2. Open Each estimate or job indicated on the report.Re-assign the duplicate customer to the original customer entry.
3. Click Edit data files > people > customers. Delete duplicates.

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EstiMate Knowledge Base / FAQ

4.47. How do I delete duplicate customers without affecting linked info?

We occasionally create duplicate customer files by accident (slightly different name/spelling, etc.) and need to know how to eliminate the duplicates without losing any linked records. Please advise.