When merging two customers, a distinction is made between the "winner" and the "loser" of the merge.
All orders, assets, samples, invoices, contacts, tasks, and audit trails are transferred from the "loser" to the "winner". If a field, such as the email address, is not entered for the "winner", this field will be adopted from the "loser".
After the merge, the "loser" will be deleted.
Important: The loser must not have any open tasks, otherwise the merge will not work.
To merge two customers, go to Edit customer for the "loser" and click on Merge customers.
Then, on the next page, find the "winner" of the merge and click on Merge customers.
This process cannot be undone.
Precondition for merging duplicate customers are the corresponding access rights. See also instructions: Access rights
Last change: 18.08.2025
Allgemeines
Einführungsphase
Auswertungen
Mitarbeiter
Aufträge
Proben
Probenvorlage
Berichte
Kunden
Berichtstabellen Editor
Kundenzone (optional)
Anlagen
Angebote
Rechnungen
Parameter
Rechnen mit Parametern
Schnittstellen
Webservice
Transformationscode
Prüfpläne / Grenzwerte / Spezifikationen
Dokumentenlenkung
Fragen und Antworten
Prüfmittel
Material
Mitarbeiterschulungen
8D-Report
Sonstiges
PDF-Vorlagen
Lieferantenbewertung
Dateiverwaltung
Prozesse