Manage Duplicate Customers

Manage duplicate customers

Sometimes customers may be added into the system more than once. OctopusPro allows users to find and merge or delete duplicate customers easily. To do this:
  1. Go to Customers
  2. Select Find Duplicate Customers from the Customers menu
  3. Click on Similar beside the customer name
  4. Select Merge This Duplicate beside the similar customers you want to merge
  5. Press Save

  6. If none of the similar customers are duplicates, just press Back
Scroll to top