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Use these instructions a customer has 2 or more accounts that need to be consolidated into 1.
| Warning |
|---|
Once accounts are consolidated, there is no 'undo' option. It is very important to be sure the correct accounts are selected to be consolidated. |
How to Consolidate Duplicate Accounts
From the Customer Service ribbon, navigate to Duplicate Sets
Select the Add Icon
The Duplicate Set Maintenance dialog box will appear. Complete the following fields:
Duplicate Set Enter the Duplicate Set number.
Info Duplicate Set numbers are assigned by affiliate. If you are unsure of what to use, contact support.
Survivor Precedence Sequence Enter 1 as the sequence number. Customer Number Enter the Customer Number for the main 'surviving' account. Address Code Enter the Address Code for the main 'surviving' accound. This will be the account number that the customer will keep. Verify the Customer Information to be sure the correct Customer Number and Address Code were selected
- Click OK
- Sequence 2 will fill in automatically, enter the Customer Number and Address Code for the account number you wish to consolidate in to the main account.
- Verify the Customer Information to be sure the correct Customer Number and Address Code were selected
- Click OK
- Repeat steps 8-10 to enter all accounts that should be consolidate in to the main account. When complete, click Cancel