Customers

Avoid duplicate customers

When you pick an address that already belongs to one of your customers, FieldOS tells you before you save. The warning shows the customer it matches, with a link to open them. Open the existing customer if it's the same person, or choose Add anyway if it isn't: two households can share an address.

Importing a list works the same way. Rows that match a customer you already have are skipped unless you choose otherwise; see Import customers.

There's no way to merge two customers yet. If you end up with a duplicate, archive the one you don't use: edit it and tick Archived.