This article is how the Dealership can merge Customer Records in Blackpurl
Scenario:
Dealership has two Customer Records that are for the same person and they would like to merge all the details ie Customer Orders / Customer Owned Units etc, under one of those Customer Records
Prerequisite
For Users to have access to this functionality, they will need the User Permission > Merge customers enabled
How to Merge Customer Records
Once the User has the correct User Permission, then there will be a new option under Other Tools - Customer Merge
- From the Blackpurl Header > click on
and then select 
- Search for the Customer Record that you want to KEEP ACTIVE by typing the name (or phone number etc) in the Search to Add field
Select the Customer when you find the correct match
The customer you want to keep will list
TIP If you select the wrong customer, simply click into the Search to Add field again
- Search for the Customer Record that you want to MERGE by typing the name (or phone number etc) in the Search to Add field
Select that Customer when you find the correct match
- Both Customers will now list for you to review along with what merging will occur
- Once you are happy with the merging, click on
and you will be asked to confirm the merge
Read the Confirmation and if you are happy with it, click
to confirm
- Once the merge has taken place, you will be then asked if you wish to view the active Customer Record - make your selection accordingly
End Result
- Blackpurl will merge as per your instructions and the merged Customer Record will be made inactive
Other Information
- For those Dealerships that have Accounting Integration, the inactive Customer Record will also be made inactive in your Accounting Package
- Blackpurl WILL NOT ALLOW you to merge a Customer that has an Accounts Receivable balance in your Accounting Package
If you try to merge a Customer that has an Accounts Receivable balance, the merge will not continue and you will get a notations similar to the example below:
