When using Profit Rhino, you may run into some scenarios where you need to make changes to a large amount of customer data. Whether that's inactivating them, or merging them, Profit Rhino does have a solution. That solution is known as a bulk action. Using bulk actions you can activate or merge any number of customers all at once.
To perform bulk actions on your customer records, you'll need to head into the customer section on the Profit Rhino web portal. Once there, you'll need to do the following:
Step 1: Click the checkbox next to the customer's number and then select the bulk action drop-down:
Step 2: After doing so, you'll see a pop-up asking you to search for the customer you'd like to merge these duplicates into:
Step 3: Click the green button next to the customer you want to merge these into, you'll see a pop-up confirming you do want to merge these customers:
What merging customers will do, is take all quotes/invoices that this customer had and add them to the customer you merged into. It will also take the service address, if it was different, and add that under the list of service addresses for the customer merged into.