Customers & CRM

Merging Duplicate Contacts

Combine two records for the same person, choose which details survive the merge, and stop duplicates being created again.

Why Duplicates Happen

Dinopix deduplicates on email, so duplicates usually come from someone using two different addresses, or from an import where the email was missing or misspelled.

Merging

Select two or more contacts in the Customers list and choose Merge. Where the records disagree, on different phone numbers or different companies, you're shown both values side by side and pick which to keep, field by field. Nothing is guessed for you.

What Comes Across

Orders, cases, notes, linked reviews and messages all move onto the surviving contact. Secondary emails and phone numbers are kept as alternates, so future syncs on either address match the merged record.

Prevention

If a customer regularly orders from two addresses, add the second one to their contact rather than waiting for a duplicate to appear.

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More in Customers & CRM

Logging emails against a contact

Email a customer from Dinopix and keep a copy on their timeline automatically, using the BCC address unique to your business.

What the Customer CRM Does

How contacts, companies, orders and cases fit together, where the data comes from, and why it makes replying to reviews easier.

Contacts & Companies

How people and businesses are stored, deduplicated by email, linked to each other, and found again when you need them.

Orders & Purchase History

How orders reach a contact from your store or a CSV, what you can edit by hand, and how lifetime value is calculated.

Cases & Enquiries

Track an issue from first contact to resolved, keep the conversation and notes together, and turn an enquiry into an order.

Tasks, Assignment & My Work

Assign reviews, cases and follow-ups, set due dates, add watchers, and use mentions so that nothing quietly gets forgotten.

Importing Contacts & Orders from CSV

Bring existing customers, orders or enquiries in from a spreadsheet, and control how duplicates and locations are handled.

My Work: Everything Assigned to You

One list of the cases, tasks, reviews, messages and mentions waiting on you, across every business you belong to.

Assigning Work and Watchers

Give an item an owner, add teammates who should follow it, and pull someone in with an @mention in a note.

Custom Fields

Add your own fields to contacts and companies, such as account number or lead source, then filter and report on them.

Record Types

Tick whether you track orders, jobs or enquiries, name them in your own words, and the rest of the app uses your wording.

Columns and Filters

Show the columns you care about, put them in the order you want, and narrow a long list down to the rows you need.