[Eng] Merge Profile

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Log in – Front Office – Profile

Summary

The interface for merging guest profiles in the system

Screen

• When selecting 2 or more profiles, the system displays the "Merge Profile" button

• When selecting "Merge," a popup will display the following information: Final profile and the profiles that were previously selected.

• Select the information to merge in each field → Click "Merge."

• Alert notification: "Profile will be deleted after merge. Click "Confirm" to proceed or "Cancel" to cancel.

• The screen displays a successful merge notification

• Additionally, users can search for duplicate profiles to auto-merge by clicking the Merge icon in the top right corner of the screen

• Filter and fill in the required information fields, then click "Search."

• The system displays duplicate profiles → Select the profiles → Click "Auto Merge."

• Click "OK" to confirm Auto Merge.

• The screen displays a successful merge message, and you can click on the profile link to check

Fields Description

• Title: Select a courtesy greeting (Mr., Mrs., Ms., Dr., etc.) from the Titles list of values.

• Gender: Select from the Genders list of values.

• Name: Enter the First name and Last name of guest.

• DOB (Date of Birth): Enter the birthday from the calendar.

• ID Card Type: Select from the Documents Type list of values.

• ID Card Number: Enter the identity number (the system will verify and notify you if there is any duplication with an existing profile in the system).

• Language: Select the guest’s preferred correspondence language. The default language is Vietnamese.

• Vin ID: Account ID on the loyalty system VinID.

• VIP Level: Select from the VIP levels list of values.

• Nationality: Select from the Nationalities list of values.

• Address: Enter the address of guest.

• City: Enter the city.

• Postal Code: Enter the phone code.

• Country: Select from the Countries list of values.

• Phone: Enter the Phone Number of guest.

• Email: Enter the Email of guest.

• Website: Enter the URL of the website (if any).

• Preference: Select the guest’s preferences from the Preferences list of values (Interest, Allergy, Belief, etc.)

Remarks

• After the merge, the merged profiles will have a "Delete" status.

• Profiles that are currently in "Inhouse" bookings cannot be merged.

• Profiles that are in "Reserved" bookings → Merge → will auto-update the Final Profile in the booking, replacing the old profile.