How to handle a duplicate customer?
First thing we recommend is to confirm this is indeed a duplicate customer. It's worth checking phone numbers / email domains and addresses. Sometimes these can match between branches of the same head office.
Once you know which two customers are duplicates, BBOSS offers the functionality of merging them into a single customer. You can find this functionality here:
It is very important to confirm the customer is a duplicate, as the merging process is irreversible and we cannot restore any merged data.
How does 'Merge Customers' work?
'Merge Customers' is a step-by-step process which will guide you through selecting the primary and secondary customer which will be merged together.
The Primary Customer: This is the customer which will remain active at the end of the merge.
The Secondary Customer: This is the customer which will be removed (the duplicate) and all its documents and contacts be transferred over to the primary customer.
The merge process takes all the documents and contacts from the secondary customer and assigns them to the primary customer. In the end we are left with only the primary customer and the secondary customer is removed.
How to avoid creating duplicate customers in the future?
When creating a new customer, BBOSS compares the new customer's name, email address, telephone and fax with existing customers on your system.
If it detects a similar name or a phone number/email that already belongs to a customer on the system, it will notify you at the bottom of the screen.
What to do in case you merged the wrong two customers?
As previously mentioned, the merging process is irreversible and we cannot restore any merged data. The only thing that can be done is restore the 'secondary customer' which has been removed. However, this will be restored without any contacts or documents assigned to them.
Feel free to get in touch with BBOSS Support if you require any extra help with this part of the system.