Merge two customer records
Same person, two phones — happens when a spouse calls in or someone uses an old mobile. Pick which value wins per field. Call history and appointments from both records get combined onto the survivor.
Customer A · keep
Ethan Ward
+1 201-555-0134 · 3 appts · since Jul 2025
- NameEthan Ward
- Primary phone+1 201-555-0134
- Address512 Laurel Court, Franklin Lakes, NJ 07417
- Tagsrepeat · priority
- NotesRepeat customer · responsive · prefers evening windows.
Customer B · drop
E. Ward (mobile)
+1 973-555-0461 · 1 appt · since Mar 2026
- NameE. Ward
- Primary phone+1 973-555-0461
- Address— blank —
- Tagslead
- NotesCalled from mobile while at work — wife usually answers.
After merge
- NameEthan Ward
- Phones+1 201-555-0134 (primary) · +1 973-555-0461 (secondary)
- Address512 Laurel Court, Franklin Lakes, NJ 07417
- Tagsrepeat · priority (lead dropped — superseded by repeat)
- NotesCombined from both records — review on the customer page after merge.
- History4 appts · 6 calls · earliest contact: Jul 2025