Two customers that are the same person.

No. JobField has no way to merge two customers, and a job cannot be moved from one customer to another. Each copy keeps the jobs and payments that were booked under it. A customer cannot be deleted either, so both copies stay in your Customers list.

Steps

1. Open Customers and type the last four digits of the phone number, or part of the name, into Search name or phone….
2. Press Apply to see every copy of that person.
3. Open each copy and compare Total jobs, Lifetime revenue and Service history to see which jobs sit under which copy.

Good to know

When you create a job, JobField adds it to the customer who already has that phone number, however the number was saved, so repeat customers do not get a second copy. A copy appears when the same person is booked under a different phone number. Copies made earlier, often for customers brought in by an import, stay in your list.

Changing the phone number on one copy does not join it to the other. The two stay separate customers with their own jobs.

Importing a customer file never adds a customer whose phone number is already in JobField.