Skip to main content

Merge companies/customers

Merge duplicate companies or customers in Zigaflow, choosing which record to keep so quotes, jobs and contacts move onto the remaining one.

Open the merge tool

1. Click "CRM"

Zigaflow Dashboard with the CRM menu highlighted in the top navigation bar, between Go To and Report Center

2. Click "Customers"/ "Companies"

Dashboard with the CRM menu open, highlighting the Customers option between Contacts and Suppliers

3. Click "Bulk Action"

Customers list with the Bulk Action button highlighted beside Search Contacts and Email Marketing above the table

4. Click "Merge"

Bulk Action dropdown open above the customer list, with the Merge option highlighted above Delete

Choose the records to merge

5. Select the Company/Customer that you are removing and merging into the one that will remain

Customer list with filter panel, the selection checkbox highlighted beside a company row to mark it for removal and merging

6. Click "Merge"

Customer list with the green Merge button highlighted next to Cancel, above the table of customer records

7. Note which company/customer will be deleted

Merge Customer dialog with the warning naming which customer will be deleted highlighted above the search and results list

8. Search for the customer/company which will be the "master"

Merge Customer dialog with a search for the master customer, the warning that the merged record will be deleted, and Merge buttons

9. Click "Merge"

Merge Customer dialog with search results, highlighting the Merge button on the second matching customer row

Confirm the merge

10. Review the merge details and click on the tick box

Merge Customer dialog with Delete Client and Retain Client panels, highlighting the "I understand…" confirmation checkbox

11. Click "Merge"

Merge Customer dialog with Delete Client and Retain Client panels, confirmation box ticked and the Merge button highlighted

12. All the Quotes, Jobs/Sales Orders, contacts, etc., from the first customer/company will be copied to the second one.

Click "Close"

Merge Customer dialog showing a green check and Merge Complete message, with the Close button highlighted
Related Articles
Did this answer your question?