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How do I merge duplicate customer?

  1. Navigate to the Customers tab, then Find Duplicates.
  2. Enter a name, email, or phone number in the Search Criteria fields to search for duplicates.
  3. Click Search.
  4. Matching duplicate records will appear in a list below.
  5. Use the checkboxes to select the customer to be merged.
  6. Select the fields that will be retained in the merged profile. The field that will be retained in the new profile will display in the (Merged Customer) column.
  7. Click Merge at the bottom of the page when all fields to be maintained are selected.
  8. If the merge is successful, you will be taken to an updated customer profile that will contain a Merge Successful! message.

Please note, this action cannot be undone. Fields that are not selected will be permanently deleted. Profiles cannot be merged if both have active credit accounts.

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