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Duplicate Customers

LoriBal
New Contributor II

Is there some way a pop up can populate if you are adding a new customer and when adding the address you are required to see if it's for the same location to avoid creating duplicate customer/location?

2 REPLIES 2

ChelseaTitan
Contributor

I know if there is a location already in use, you will be alerted.  As for customers, you may need to pre-search before entering them into the system.


Dispatch and Office Supervisor - Smelly Mel's Plumbing

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I can't answer that question without digging into it a little more, but it does seem like there should be something. If you end up with duplicates, there is a way to merge them. Do you know about that feature?


Miranda Hufford, Office Administrator @ Red Barn Service, LLC