Merge appliance makes/models

You can merge appliance details if you have some similar to each other. i.e misspelt models and makes.

Important notes:

  • Once you merge an appliance all appliance details against a customer will change, i.e if you merge 'Baxxi' into 'Baxi', all customers with 'Baxxi' will now have 'Baxi' against their record.
  • Certificates will remain how they were entered into Commusoft
  • Once appliances have been merged you cannot un-merge them

 

Makes

  1. Click the settings icon in the top right corner, click System settings. In the general section click Appliance makes

  2. At the bottom of the page click Advanced options, then Merge appliance makes

  3. You will be directed to a new page with a list of your appliance makes. Find the appliance make you want to remove/merge and click Merge. 

  4. Use the dropdown and type and select the make you want to merge it with and click Merge.

  5. Follow the instructions in the pop-up message.

 

Models

  1. Click the settings icon in the top right corner, click System settings. In the general section click Appliance models

  2. At the bottom of the page click Advanced options, then Merge appliance models

  3. You will be directed to a new page with a list of your appliance models. Find the appliance model you want to remove/merge and click Merge. 

    You can filter this list by appliance group, fuel type, or make to narrow down the list

    You can merge several models by ticking the box to the left of the model and clicking the purple Merge appliance models button. Please only select the ones you want to remove/merge, do not include the model you want to keep

  4. A pop-up will appear. Use the dropdowns to select the model you want to merge it with and click Next

  5. Follow the instructions in the pop-up message.

 

 

Can't find what you're looking for? Contact support
Powered by Zendesk