Having comprehensive power over your papers at any time is essential to alleviate your daily tasks and enhance your efficiency. Accomplish any goal with DocHub tools for papers management and convenient PDF editing. Access, modify and save and incorporate your workflows with other secure cloud storage services.
DocHub gives you lossless editing, the opportunity to work with any format, and securely eSign papers without looking for a third-party eSignature alternative. Get the most from the document managing solutions in one place. Check out all DocHub capabilities right now with your free account.
This video tutorial demonstrates how to merge customer profiles in Techmetric. To start, navigate to the customer profile and click the "merge customer" button in the top right corner. Enter the names of the two customers you wish to merge and select the fields to retain from each profile. Confirm the merge, noting that all related history will be combined under one profile, ensuring no data loss. Additionally, to address duplicate vehicles, click the three dots next to a vehicle and select "merge vehicles" to consolidate them.