Merging Customers

Marlin Tyre and Mechanical Workshop Software enables the merging of customer master files to help manage customer information.

The merge process deactivates a selected customer within the Marlin system, and reassigns the records of their Customer Orders, Enquiries/Bookings, Follow-Ups and Electronic Payments to another existing vehicle within the Marlin system.

Attachments, Comments, Transactions and Archive Data will also be transferred to the merged customer, while still remaining associated with the deactivated one.

All other information will not be transferred and will remain with the original, deactivated customer, whose record can still be viewed by setting the Customers Search list filter to Inactive.

Merging Customers

To merge a customer, first open the Customers Master File (accessible by selecting Master Files > Customers > Customers from the menu bar).

The Customers module will open on the Search list, showing a list of active customers within the Marlin system.

Locate the customer you want to deactivate and merge into another and select it in the Search list.

With the customer selected, click on the Merge button at the top-right of the module window.

The Merge pop-up window will open, showing a list of customers the selected customer can be merged with.

Select the customer you want to merge the original customer with and click on the Select button at the bottom of the pop-up window.

Another Merge pop-up window will open, showing the details of the selected customers.

To merge the customers, click on the Merge button at the bottom-right of the pop-up window.

A pop-up window will open advising that the merge cannot be undone.

To complete the merge and return to the Search list, click on the Yes button at the bottom-right.