How do I find all the transactions pertaining to an individual contact. I have inadvertently duplicated several customers. john_smith and john__smith one a customer and the other listed a business. The latter has two spaces between the first and last name To remove the confusion I want to consolidate it to a single contact. First I want to see transaction for each contact and move them all to one before deleted the other. I cannot see how to list all the transaction pertaining to each contact so I can can consolidate them to a single person before deleting the spare one.
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724 Points
Posted 5 months ago
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Shisir, Employee
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3,058 Points
Hi Ted,
You can get the list of transactions for individual contact via Customer transactions report.
- Go to the Reporting > Reports centre.
- From the Categories drop-down list, select customers.
- Go to Customers transactions and select Generate.
- Click on Selected and select the contact that you wish to generate the report for.
Hope this helps.
Regards
Shisir-
724 Points
