The Merge Customer functionality is designed to address and reduce duplicate customer records. This feature was released in Q4 2024, please contact support@betterez.com in case the button is greyed out or you don't have access to it (role /customers/merge)

Use Case: Customer may create multiple profiles over their purchase history. In Betterez you are able to select one profile as the parent, and merge all other profiles into the parent. All history and loyalty points are moved to the main parent profile.

Configuration: The setting is available in any customer details page, the button to “merge” will be at the top right. If this option is not available right now in your account, please reach out to support@betterez.com and request to enable the customer account merge feature.

Betterez Support Article

La función Fusionar clientes está diseñada para abordar y reducir los registros de clientes duplicados. Esta función se lanzó en el cuarto trimestre de 2024. Comuníquese con support@betterez.com en caso de que el botón esté inactivo o no tenga acceso a él (rol /customers/merge)

If you want to get data that overlaps both Active and Archived date ranges, your only option currently is to select the date range that goes beyond the Active range, and to download all, which will email you data from both data sources. You will have to merge this data on your local machine currently. We are in the process of enhancing this experience, so look for improvements in the customer experience in the future.

Starting with v9.x.x Scanning workflows and modes have been merged into one single way of operating, so this settings will be ignored when using scanner v9.