Hi
We imported a customer lists into CommitCRM from a csv file.
We have added new names and details of new customer through CommitCRM as we have gone along.
All the names and addresses appear, but the problem we experience is with the search.
We find that when we search an account through the new ticket window, we sometimes have to search the last name or first name separately to find the correct one. We are finding doubling up of accounts because the account search has not found the customer when booking jobs in and another has been created.
Is there a way to cleanup our database or is there any suggestions on how we can improve this system?
We have historical tickets in two separate accounts for a lot of our customers. This has made things very messy.
Thank you in advance for your support.
Ben Waters
We imported a customer lists into CommitCRM from a csv file.
We have added new names and details of new customer through CommitCRM as we have gone along.
All the names and addresses appear, but the problem we experience is with the search.
We find that when we search an account through the new ticket window, we sometimes have to search the last name or first name separately to find the correct one. We are finding doubling up of accounts because the account search has not found the customer when booking jobs in and another has been created.
Is there a way to cleanup our database or is there any suggestions on how we can improve this system?
We have historical tickets in two separate accounts for a lot of our customers. This has made things very messy.
Thank you in advance for your support.
Ben Waters
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