When Two Is Too Many–Killing Duplicate Customer Records in ClassJuggler

One of the common support questions we receive is this:

“I have a duplicate customer record — How do I merge the two?”

Duplicate records happen when you have a customer that re-registers online under a different email address or name, such as when they have forgotten that they already have an active account.

Merging two records is not always easy, but there are things you can do to make it easier. For instance, open two browser windows: one for each of the duplicate records.

SNAGHTMLd2fdb9aAnd choose to keep the record with the most customer history, particularly transactions. Then manually copy over any new info from the other profile (enrollments, children, contact info, whatever) into this one.

To do this, you might need to manipulate some of their class enrollment data, as well as their charges and payments.

If you get stuck or confused, give us a call and we can walk you through the process.

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