Bank and imports · Imports from another system
Two customer records look like the same person. What do I do?
ComputerOpen Customers, the notice at the top of the list, shown only when DeskOps has found a pair worth asking about. Suppliers: Expenses, then Review duplicates.
PhoneOpen Customers, then the same notice.
Two records merge on their own only when two real email addresses agree. A customer who booked through one system and paid through another under two addresses stays as two files — DeskOps will not guess that a shared phone number means one person, because spouses and offices share phones too. So it asks. "Same person" merges the records and moves their payments onto one; "different people" is remembered so the pair is never suggested again. Suppliers get the same treatment on the Expenses page.