Tidy appliance data

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

 

Types

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

  2. On the right side of the page you will see a list of appliance types

  3. Filter this list via the dropdown at the top and select 'unknown'

  4. Use this list and tidy up the data. Use 'Edit' to move the type into a different group, or click 'delete' if you wish to transfer the data into a different type

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

 

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. You can use this dropdown to merge appliance models together, or to mass edit the data.  Use the dropdowns to select the data you want to change and click Next. e.g if you select 5 appliances and select the fuel type as 'gas' it will change all these appliances fuel types to gas.

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

 

 

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