How to merge duplicate customer records

When the same customer has multiple records in Jewely (separate entries, duplicates, etc.), the function of merging customer records allows them to be grouped into a single consolidated record, without losing any history.

1. Identify duplicates

From Clients > Search, Search for the relevant client. If you find multiple records for the same person, note their respective IDs or names.

2. Access the merge function

Open the customer record you want to keep as your primary record. In the record options, click on Merge with another record.

3. Select the record to merge

Find and select the duplicate record to merge. A preview of both records will appear so you can review them before confirming.

4. Confirm the merger

Confirm the merge. Jewely automatically consolidates all data from the secondary record into the main record:

• Purchase history and invoices
• Deposits and credit notes
• After-Sales Service Files
• Reservations and orders

The secondary record has been deleted. All transactions are now linked to the main record.

Attention : The merger is irreversible. Please check both records carefully before confirming.