Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.flexwash.com/llms.txt

Use this file to discover all available pages before exploring further.

​
Overview

Use Customer Merge to combine duplicate customer profiles into a single account. This ensures accurate reporting, avoids fragmented histories, and keeps your CRM clean.

​
Permissions

To access this feature, your user must have the Merge Customers permission enabled.
Mergecustomerspermissions
If you do not see this option, contact your organization administrator.

​
Access

Navigate to Customer Merge from the left sidebar menu.
Mergecustomersstep1

​
Merge Customers

​
1. Select Source and Target

  • Source Customer
    The account that will be merged and removed.
  • Target Customer
    The account that will retain all data.
    Mergecustomersstep2
Search and select each customer in their respective fields.

​
2. Add Justification

Enter a brief explanation for the merge. This creates an audit trail for your team.
Mergecustomerstep3

​
3. Confirm Merge

Once completed:
  • A confirmation message will appear
  • Click View Merged Customer to review the updated account
    Mergecustomersconfirmation

​
Important Notes

  • All relevant data from the source customer is transferred to the target customer.
  • The source customer is permanently deleted after the merge.
  • This action cannot be undone.
The source customer will be permanently merged into the target customer. All associated data (vehicles, orders, subscriptions, etc.) will be transferred to the target customer.