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  1. From the Customer Service ribbon, navigate to Duplicate Sets

  2. Select the Add Icon

  3. 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.

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