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.
-
828 Points
Posted 1 year ago
_large.jpg)
Shisir, Employee
-
3,078 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-
828 Points
