Merging client records

Unisci (Merge) is used when the same person has been registered more than once, for example because they wrote from WhatsApp, from Telegram and from Instagram and each channel created a different record. The records chosen are replaced by a single new record, which gathers the appointments, sales, points and chats of all of them.

Contents

1. Who can do it
2. How to get there
3. The «Unisci clienti» window
   1. Choosing the conflicting values
   2. What is merged automatically
   3. What passes to the new record
4. The buttons
5. The outcome
6. Summary procedure
7. Common problems
8. Related entries

Who can do it#

Only the Titolare (owner) and Responsabile (manager). An Operatore (operator) sees the button, but on confirming receives at the bottom of the window the red message «Operazione riservata a Titolare o Responsabile.» (Operation reserved to the Titolare or Responsabile.) and nothing changes.

How to get there#

1. In the Anagrafica (see Clients) search for the person with Ricerca (Search) and select with a click all their records. The order in which you select them matters only for the preferred barber (see below).
2. With two or more rows selected, the Unisci button appears in the bar (see Data tables).
3. Press Unisci.

You can merge only records that are visible in the location you are working in.

The «Unisci clienti» window#

At the top: UNISCI CLIENTI · N SCHEDE (MERGE CLIENTS · N RECORDS), the title «Una sola scheda per la stessa persona» (A single record for the same person) and the sentence «Le schede selezionate vengono eliminate e ne nasce una nuova: appuntamenti, vendite, punti e chat passano tutti lì.» (The selected records are deleted and a new one is born: appointments, sales, points and chats all go there.)

A strip with four summaries:

Below, the box «Da scegliere · N» (To choose · N) lists the fields in which the records have different values. If there are none, «Nessun dato in conflitto» (No conflicting data) appears with the sentence «Le schede non hanno valori diversi: basta confermare.» (The records do not have different values: just confirm.)

Choosing the conflicting values#

For each conflicting field you choose one of the options, with the dot on the left. Each option shows the value and, on the right, which record it comes from: the channels linked to the record (for example «WhatsApp · Telegram») or, if it has none, «Scheda del gg/mm/aaaa» (Record of dd/mm/yyyy).

• Identical values appear only once. The comparison ignores spaces; for email and tax code it also ignores upper and lower case, for phone numbers the way they are written (spaces, hyphens, prefix 00 or +).
• An empty field in a record does not count as a value: if only one record has the data, that one is taken.
• For Nome, Cognome, Telefono, WhatsApp, Email, Data di nascita, Codice fiscale and Canale acquisizione (First name, Surname, Phone, WhatsApp, Email, Date of birth, Tax code and Acquisition channel) you can also write another value in the «Scrivi un altro valore…» (Write another value…) row (for the date the date picker appears).
• For Genere, Fidelity card and Foto (Gender, Fidelity card and Photo) you choose only among the options offered; for the photo you see the previews.

The fields that can be in conflict are eleven: Nome, Cognome, Telefono, WhatsApp, Email, Data di nascita, Genere, Codice fiscale, Canale acquisizione, Fidelity card and Foto.

What is merged automatically#

Everything else requires no choices:

What passes to the new record#

Appointments, sales, redeemed rewards, queued automatic messages, chats and channel contacts, haircut preview analyses, KlimaCard payments and promotions reserved for specific clients follow the person onto the new record.

Loyalty card. One card per client: onto the new record passes the card chosen in the «Fidelity card» field, with the points balance of all the cards. The other cards are cancelled.

The buttons#

• Annulla (Cancel) and the X at the top right close the window without doing anything (so does a click on the dark background). They are locked while the merge is in progress.
• Unisci N schede (Merge N records) is disabled until all the conflicting fields have a choice (and, if you chose «another value», until something has been written). During the operation it shows «Unione in corso…» (Merge in progress…).

The outcome#

• Successful: the window closes, the selected rows disappear from the table, a new one appears and the green notification «N schede unite in una» (N records merged into one) appears. The selection is cleared.
• Unsuccessful: the text appears in red at the bottom left of the window, which stays open.

Summary procedure#

1. Search for the person and select all their records.
2. Press Unisci.
3. Check the summary (channels, total spent, points).
4. For each field in «Da scegliere», choose the right value or write a new one.
5. Press Unisci N schede.
6. Check the green notification and check the new record in the table.

Common problems#

Related entries#

• Clients
• Data tables
• Loyalty points