Customer Audit

The objective is to find and merge customers that were created in duplicate. This creates issues when we go to look for a job, it may be under duplicate customers.

1. Visit Customer List (beta)

   1. https://admin.servicefusion.com/serviceSpot/customersList

2. Scroll Down and look for Duplicates (see examples) go through each page

3. Fix Duplicates by MERGING (DO NOT DELETE)

   1. Click on the duplicate that needs to be Merged (this is usually the one with the fewest jobs, or incorrect naming. You can click on each one to get a feel for the best one to merge. In this case, all the Mefford duplicates woudl be merged into "2B" as they have incorrect naming.

   2. At the bottom of the customer you will see MERGE, click on it. (If you don't have permission or don't see this ask your supervisor).

   3. Type in the name of the customer (usually a SUB customer), in this case "2B" DO NOT MERGE WITH THE PARENT (in this case 2 Mefford is the parent, 2B is the correct one to merge with). The correct customer DOES NOT GET EDITED, your are just merging the erroneous customers into the correct one.

   4. Check to make sure the customer list is now correct.

   5. You may find customers not under the correct sub customer, please fix those also by adding the correct "parent customer" on the edit page.

4. Archive any OLD properties/customers.

   1. These are customers that we won't need again. Click on the customer and Select NO under Active?

   2. You may know these, or may need to ask the management contact for a list.