Customer data are automatically recorded in ZaK's database. In addition to private guests' data, the system also manages Corporates and Agencies' data. Each guest, corporate or agency is associated with corresponding reservations, payments and various documents (such as invoices, receipts, credit notes, etc.).

☞ Docs: Private customers (Guests)

☞ Docs: Corporates

☞ Docs: Agencies


If a customer makes a reservation at different times and with different data (e.g. a different email address or a different telephone number), the system registers two different customers even if they are the same person.  The same applies also to Companies and Agencies. For statistical data to work well, records must be clear and unambiguous.

You can reach the Merge tool by clicking on the following link:


↳ Link utile: Auth Factory > Zak (All-in-One) > Customers > Merge Tool



When entering a new reservation manually, if the guest's last name already exists in the database, you will be automatically proposed to associate the reservation to that customer without having to re-enter the data. In the lower part of the data entry section the corresponding names are displayed as shown below. You can select one of the customers with that last name or choose to enter the customer as "new" (in case of homonymy).




Merging



Despite the above mentioned mechanism, over time may have been inserted more customers that actually are the same person (for example each reservation downloaded from WuBook necessarily creates a new customer, even if he/she has already made a reservation in the past and provided his/her data). ZaK allows you to merge any different records of Customers ,Corporates or Agencies that represent the same person/entity.


Detection


An algorithm detect customers that could be the same person. In the same way are identified the records of Agencies or Companies that could be the same entity.  For each name the number of duplicate records that could be merged is indicated.

Web: What is an Algorithm?



By clicking on each Customer Name you can access the section (on the right) > Manage Merging and you can decide which ones should be merged excluding those that actually represent different people or agencies or companies (e.g. in case of homonymy).



Merging procedure


The records to be merged may have some data in common. The same person could make a reservation with different email addresses: in order to merge data, you must indicate which data you want to keep.


At this point the system removes all duplicates except one. On this one, the fields will be updated as you indicated in the procedure below. Consequently, fiscal documents (invoices, credit notes, etc.) will be associated to this single contact record as well as reservations of customers, agencies or corporates.

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