Hey there, small business owners! We’re thrilled to introduce a fantastic enhancement that will help you manage your customer relationships more effectively. Merging contacts can sometimes lead to complications, but we’ve made some big strides to keep everything organized and ensure you don’t lose track of your important transactions.
📌 Why This Matters
Managing contacts efficiently is crucial for maintaining strong customer relationships. Sometimes, you may have multiple entries for one customer, which can create confusion. The latest update addresses this by merging contacts seamlessly, so you can keep track of all transactions and subscriptions without missing any detail.
✨ What’s New
- Master Contact Overview: Now you can view a merged contact’s transactions and subscriptions directly from the ‘Master’ Contact’s Contact Details page.
- Historical Data Preservation: Even when you search for past transactions, subscriptions, or orders, they will still reference the previous contact’s name for clarity but link back to the Master contact for easy access.
- No Orphan Records: Thanks to this feature, no transaction or subscription will become lost even after contacts are merged. You’ll maintain a tidy record of all your interactions.
- Invoice Clarity: Any invoices related to subscription payment failures will be sent to the Master Contact’s email and/or phone for transparency.
- Complete Record Keeping: Both the original transaction details and the new Master contact’s information will be retained in the backend, ensuring you have everything at your fingertips.
🛠️ How to Use It
- Step 1: Go to your Contacts section and locate the contacts you want to merge.
- Step 2: Follow the prompts to merge the selected contacts into one Master contact, making sure to check all relevant transactions.
💡 Pro Tip
Regularly review and clean your contact list to keep your records organized and maintain clear communication with your customers.
