Some customers have more than one deal. If you want all the vehicles purchased by a customer to be listed together, you must merge all the records for that customer into one record. Click here to find out how to unmerge previously merged records.
In the example below, Patricia Parks has two records. One vehicle was purchased on 11/6/2015, and another on 7/27/2017. Scroll down to learn how to merge these two records
Merging Records
To merge two or more records for the same customer, Press the 'Ctrl' key on your keyboard while clicking on each record.
When the records are highlighted, click the 'Merge' command located on the left side of the screen. A warning box will appear:
Click 'Yes' and the records will be merged. Scroll down to see the change.
After records are merged for Patricia Parks, her name appears once in the Customer screen, and both of her deals are listed at the bottom.
Opening the detail screen will also list both vehicles and their purchase dates.
