If you find duplicate records for the same person, you can merge them to keep sales data consolidated. The recommended first step is to use the Name List reconcile tool:
- Name List reconcile (recommended first step): Go to the Name List and click the Reconcile button. eDesign presents online order names that don’t perfectly match your name list, along with likely matches. Review each pair and click Combine to merge them — sales data from the online order will transfer into the correct name list record.
- Merge directly in Sales: If duplicates still appear in Record Sales after reconciling, check the boxes next to the two names you want to combine, then click Merge Names.
- eDesign identifies the fields that differ between the two records and lets you choose which value to keep (e.g., which last name spelling to use).
- After clicking Merge, all sales data, payment history, and name tags are combined under the surviving record.
- The merged record will show the combined total of all purchases from both original records.