Merge Duplicate Clients

If a client has multiple entries within the mail list, these records can be merged into one using the Consolidate Client tool within t3.

In order to consolidate clients the the client id's of both entries must be known, one of these will be kept the other will have its history transferred to the other and then deleted. After locating the one to be kept in the mail list it should be highlighted and then the Consolidate Client tool selected from the Tools drop down menu.

The customer reference for the entry that is to be removed should be entered into the box provided, a click of the Check button will display the details of the client.

If the details are correct the Consolidate button can then be clicked. The following will be displayed, providing a last get out before the process is completed.

Click Yes to confirm the consolidation and removal of the unwanted record or No to abort the process.

• Related Articles

• Produce a mail extract of clients from a particular area

  t3 comes with a fully customizable sales region system, allowing ranges of postcodes to be gathered together into a single area. These can be combined in a number of ways with tour departure, enquiry and booking dates to create extracts of clients ...

• Consolidate marketing records

  Over time, it's possible that duplicated records may accumulate for the same client. To ensure accurate association of booking and tour history with passengers, you can take advantage of the consolidation tool. This tool facilitates the merging of ...

• T3 Marketing

  Definition of Marketing: The activity of presenting, advertising, and selling a company's products in the best possible way. It’s often quoted that “Acquiring a new customer can cost five times more than retaining an existing customer” and T3 has ...

• Modifying tour settings

  Within the tour properties window, there are several different options to allow you to customise your tours Tour Information Destination: Specify the tour title or holiday destination. Start Date: Set the tour departure date. Remember to update the ...

• Create a Page

  Pages can be managed in the Admin section of your WebRes CMS under Manage Pages -> Page List Page Settings & What They Affect Name Your internal reference to the specific Page. This is what displays in the Page list so aim to keep it short and ...