Merge problems

Tom S. shared this problem 22 months ago
Not a Problem

I have screwed up a great customer so badly by this complicated new system that I am in danger of losing accounts. I need hands on guidance since Page County HS event is so merged inadvertabtly with past events I can't eparate them

Comments (4)

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What type of merge did you do?

I assume you went Events/Customers/Merge Utility?

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Oh no! I saw your comment the other day when you mentioned that you merged leads. I didn't know what that meant, but I knew it didn't sound good. I have some time to take a look if you want to do a zoom.

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Did you merge customer information? What is the phone number or email that you used? I am trying to look through and see what was done.

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Thank you but I figured it out and love the feature!

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