Merging

Let's look at how to merge customers, insurances,, techs, or other items in GlassBiller.

Merging

Occasionally, you might create multiple instances of the same customer, insurance, techs, or other items in Glassbiller. Glassbiller does not let you delete the duplicate information; however you can merge the multiple entries into one. You must be an administrator to perform this task. First navigate to the admin Tab and select merge from the drop-down menu.

Then you can choose which selection you want to merge from the drop-down menu. Next you select your shop. Then you can enter the name in this search box if you know it, scroll the list, or select this checkbox to show only the duplicate entries. When you select an entry, it moves to the column on the right. Once you have selected all the entries you would like to merge, click the merge button.

The pop up reminds you to review the information for the newly merged entry. Select okay, and then you customize the information for the newly created entry, selecting primary phone numbers or deleted any information that is not needed or out of date. Once everything is correct, click save. And Glassbiller will ask you one last time if you are sure that you wish to proceed, because this step cannot be undone. Click okay, and the pop up lets you know you have succeeded.

We hope this gives you a good understanding of the merge feature in GB. If you have any further questions, please reach out to us through a support ticket or by emailing [e-mail]. And please like this video and subscribe to the channel to be notified as new training videos become available.