It's quite likely that at some point you will end up with two different entries in the system for the same person. Each record may have its own set of quotes, notes and history.
Brightpearl allows you to merge (or de-dupe) these contacts, which will bring all the information onto one contact.
- Search for the contacts to be merged; go to Customers or Suppliers > List all, use the filters as required.
- Once the contacts are listed, you need the "target" contact (the one you want to keep and transfer everything over to) to be at the top of the list. You can change the sort order of the list by clicking on any of the column headings.
- Select the contacts by ticking the checkbox next to each. You can only merge two contacts at a time.
- Click the Merge button.
- You will be asked to confirm the action. You can't reverse this! Click OK to continue.
What happens when you merge contacts?
The contact you want to keep is the "target" contact. The second contact information will be sucked into the first, but only where there is no data in the first contact. In the instance where there is conflicting information, nothing will be overwritten (which is why you need to make sure that your target contact is at the top).
So if both contacts have a different lead source, the lead source from the top contact will be the one that is used. Everything that used to be connected to the bottom contact will be pointed at the top contact, and then the bottom contact will be deleted. All tags are merged, and the email/telephone of the second contact will be inserted as 2nd or 3rd email on the top contact record.