If a cleared duplicate still needs to be merged, users with merge permissions can complete the process through the customer contact card. Follow these steps:
Step 1: Open the Customer Deal Card
Locate the customer you wish to merge and open their deal card.
Click the green driver’s license icon to the left of the header.
Step 2: Access Duplicate Search
Click the down arrow next to the customer’s name.
Select Search Duplicates from the dropdown menu.
Step 3: Merge the Profiles
Follow the on-screen prompts to complete the merge process.
Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!
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Merging Customer Profiles