How to merge duplicate profiles

sacredsymptoms — Sat, 04 Mar 2023 16:48:33 GMT

I tried to merge two duplicate profiles for the same patient. It appeared that it happened but it failed to merge and I have lost the duplicate! The message said that it could not merge. Maybe the issue is that one profile had Elizabeth as her first name and the other had her nickname Libby. Help!

Re: How to merge duplicate profiles

Ria — Mon, 06 Mar 2023 19:41:04 GMT

Hi @sacredsymptoms - Welcome to The Seller Community, it's always nice to see a new face 😊

That sounds frustrating. But I believe I have just the fix for you.

If our system has not recognized a duplicate, you can manually merge two profiles.

To do so:

Select the duplicate Customer Profile.

Click the three-dotted Actions menu > Merge with another customer > search and select the profile you’d like to merge.

Carefully review the profiles being combined, as a merge can’t be undone > click Merge.

Note: From the drop-down menu on the main Customers screen of your Square App, you can create a new profile, filter customers, manage groups, add customers to groups, resolve duplicates, merge customers, bulk delete, and view feedback from virtually any screen.

Let me know how this goes.

As always, feel free to stop by The Community with question, concerns and even feature requests. We are more than happy to assist. ✨

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How to merge duplicate profiles

Re: How to merge duplicate profiles