When there are lots of double-ups of customers in the system, or you just want to remove some un-used customers, this data can be "cleaned up" by merging customers in Swim.
To merge customers in Swim just follow the steps below:
- Go to Customer Menu.
- Click on Merge Customers.
- Search for and select the customers that need to be merged and click Add to Merge List.
Note: To select a customer click on the name so it is highlighted. You can click on as many names as you like. You can also click select all to highlight all names. Be sure to click add to merge list before moving to the next search results page. - To view clients added to the list, click on View Merge List.
- To add more customers to the merge list, click Add More Customers.
- Once all the desired customers have been selected, click View Merge List. Select the customer that needs to remain in the system (all other customers on the merge list will be merged into this one) and click Merge Above List into Selected Customer.
Important Note: Only the details of the client you choose to keep will remain; all others will be removed. Data is not combined—only the selected client's information is kept. Make sure this client has all the necessary details before merging. You can update their info via Edit/View. Sales, customer credit, and loyalty points will be merged under the chosen client.
Merging customers is permanent and cannot be undone. However, you can print a report showing the details of the last merge. It's recommended to print or save this report, as it's only available at the time of the merge.
Merging customers is permanent and cannot be undone. However, you can print a report showing the details of the last merge. It's recommended to print or save this report, as it's only available at the time of the merge.
