Question

How do I lookup prior customers in Service Fusion to prevent creating duplicates?

  • 19 December 2023
  • 1 reply
  • 23 views

Has anyone been able to figure out how to lookup prior customers in Service Fusion? Currently it seems we can only create New Clients which can lead to duplicates being created.


1 reply

Userlevel 7
Badge +14

Hi @Ruby Receptionists 

You’d likely have to use the ServiceFusion API: https://docs.servicefusion.com/

Help:

 

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