[{"data":1,"prerenderedAt":104},["ShallowReactive",2],{"update-updates_en-2026-10-27-unificar-clientes":3},{"id":4,"title":5,"body":6,"date":65,"description":66,"extension":67,"media":68,"meta":82,"navigation":83,"panel_path":84,"panel_roles":85,"panel_steps":88,"panel_summary":92,"panel_title":93,"panel_where":94,"partners":95,"path":96,"rawbody":97,"release":98,"seo":99,"stem":100,"tags":101,"__hash__":103},"updates_en\u002Fnovedades\u002F2026-10-27-unificar-clientes.md","Unify two profiles of the same customer",{"type":7,"value":8,"toc":58},"minimark",[9,14,43,47],[10,11,13],"h2",{"id":12},"what-you-get","What you get",[15,16,17,25,31,37],"ul",{},[18,19,20,24],"li",{},[21,22,23],"strong",{},"One profile per person:"," tasks, conversations from every channel, comments, attachments and addresses end up together.",[18,26,27,30],{},[21,28,29],{},"You choose:"," if the name, phone or notes differ, you decide which one stays. Tags are combined.",[18,32,33,36],{},[21,34,35],{},"The bot recognizes them on any channel:"," WhatsApp, Telegram, Instagram and web chat stay on the same profile.",[18,38,39,42],{},[21,40,41],{},"Duplicates in sight:"," in Customers you see how many profiles may be the same person and review them one by one.",[10,44,46],{"id":45},"keep-in-mind","Keep in mind",[15,48,49,52,55],{},[18,50,51],{},"A match doesn't verify the person: nothing is merged without your confirmation.",[18,53,54],{},"Unifying can't be undone. The profile you keep shows «Unified with another profile» and the date.",[18,56,57],{},"Profiles with charges can't be unified yet. If the profile being merged has packages or clubs, unify the other way round and keep that profile.",{"title":59,"searchDepth":60,"depth":61,"links":62},"",2,3,[63,64],{"id":12,"depth":60,"text":13},{"id":45,"depth":60,"text":46},"2026-10-27","Join two profiles of the same person even when they don't match exactly, choose which details stay and find your business's possible duplicates.","md",[69,76],{"src":70,"alt":71,"theme":72,"viewport":73,"width":74,"height":75},"\u002Fnovedades\u002F2026-10-27-unificar-clientes\u002Fcaptura-desktop-light-en.webp","Unify with… and possible duplicates — Customers → customer profile → More actions → Unify with…","light","desktop",1440,900,{"src":77,"alt":78,"theme":72,"viewport":79,"width":80,"height":81},"\u002Fnovedades\u002F2026-10-27-unificar-clientes\u002Fcaptura-mobile-light-en.webp","Unify with… and possible duplicates — Customers → customer profile → More actions → Unify with… (on mobile)","mobile",390,844,{},true,"\u002Fcustomers",[86,87],"owner","manager",[89,90,91],"Open the customer profile and, in «More actions», tap «Unify with…».","Search the other profile by name, phone or email and tap «Preview merge».","Choose which detail stays where they differ, check what moves and confirm.","From any profile, «Unify with…» searches the other one by name, phone or email. Before confirming you see both side by side, choose which detail stays when they differ and what moves. In Customers, a notice counts possible duplicates so you can review them one by one. It can't be undone and doesn't apply yet to profiles with charges, packages or clubs.","Unify with… and possible duplicates","Customers → customer profile → More actions → Unify with…",false,"\u002Fnovedades\u002F2026-10-27-unificar-clientes","---\ndate: \"2026-10-27\"\ntitle: \"Unify two profiles of the same customer\"\ndescription: \"Join two profiles of the same person even when they don't match exactly, choose which details stay and find your business's possible duplicates.\"\ntags: [improved]\npanel_title: \"Unify with… and possible duplicates\"\npanel_summary: \"From any profile, «Unify with…» searches the other one by name, phone or email. Before confirming you see both side by side, choose which detail stays when they differ and what moves. In Customers, a notice counts possible duplicates so you can review them one by one. It can't be undone and doesn't apply yet to profiles with charges, packages or clubs.\"\npanel_where: \"Customers → customer profile → More actions → Unify with…\"\npanel_path: \"\u002Fcustomers\"\npanel_roles: [owner, manager]\npanel_steps:\n  - \"Open the customer profile and, in «More actions», tap «Unify with…».\"\n  - \"Search the other profile by name, phone or email and tap «Preview merge».\"\n  - \"Choose which detail stays where they differ, check what moves and confirm.\"\nmedia:\n  - src: \"\u002Fnovedades\u002F2026-10-27-unificar-clientes\u002Fcaptura-desktop-light-en.webp\"\n    alt: \"Unify with… and possible duplicates — Customers → customer profile → More actions → Unify with…\"\n    theme: light\n    viewport: desktop\n    width: 1440\n    height: 900\n  - src: \"\u002Fnovedades\u002F2026-10-27-unificar-clientes\u002Fcaptura-mobile-light-en.webp\"\n    alt: \"Unify with… and possible duplicates — Customers → customer profile → More actions → Unify with… (on mobile)\"\n    theme: light\n    viewport: mobile\n    width: 390\n    height: 844\n---\n\n## What you get\n\n- **One profile per person:** tasks, conversations from every channel, comments, attachments and addresses end up together.\n- **You choose:** if the name, phone or notes differ, you decide which one stays. Tags are combined.\n- **The bot recognizes them on any channel:** WhatsApp, Telegram, Instagram and web chat stay on the same profile.\n- **Duplicates in sight:** in Customers you see how many profiles may be the same person and review them one by one.\n\n## Keep in mind\n\n- A match doesn't verify the person: nothing is merged without your confirmation.\n- Unifying can't be undone. The profile you keep shows «Unified with another profile» and the date.\n- Profiles with charges can't be unified yet. If the profile being merged has packages or clubs, unify the other way round and keep that profile.\n",null,{"title":5,"description":66},"novedades\u002F2026-10-27-unificar-clientes",[102],"improved","JBwPeEMzN5NiSgiOZQE9mIfht8SCHMvTWA_QMatowes",1793683967664]