How to Merge Duplicate Service Locations on Same Customer Record

Here are the steps to merge duplicate service locations on the same customer record:

From the Command Center, click the blue Actions Button
Under the Customer section, Click Merge Customer Location
Under the Duplicate Customer record, search for the customer
Once it is found, click the radio button
The page will refresh and now the Locations will be in the "Customer Locations" drop list.
Select the "duplicate" location
Now, under the Merge To field, search for the customer again and select it
In the Customer Locations field select the other option
Then click the blue "Merge Customer" field.

It may seem awkward to search on the customer twice, but the reason is that you can merge locations across customer records. For example, if a property sells and you want to move the location to the new owner, this is how you would do it, except you would be selecting two different customers.

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