...
How to Consolidate Duplicate Accounts
...
Note that this is not available from all Ribbons.
If available, it’s under the Customers or Customer Service tab on the ribbon, navigate to Duplicate Sets
Select the Add Icon
The Duplicate Customer Set Element Maintenance dialog box will appear. Complete the following
...
:
...
Duplicate Set Number | Enter the Duplicate Set number.
| ||
|---|---|---|---|
Survivor Precedence Sequence | Enter 1 as the sequence number. | ||
Customer Number | Enter the Customer Number for the main 'surviving' account |
Address Code
. This will be the account number that the customer will keep. |
...
4. Verify the Customer Information to be sure it’s the correct Customer Number and Address Code were selected.
5. Click OK
6. Sequence 2 will fill in automatically, enter Another Duplicate Customer Set Element Maintenance dialog box will appear for Sequence 2. Enter the Customer Number and Address Code for the account number you wish to consolidate in to into the main account at sequence 1.
7. Verify the Customer Information to be sure it’s the correct Customer Number and Address Code were selected.
8. Click OK
9. Repeat steps 8-10 to enter all accounts that should be consolidate in to the main account. When complete, click CancelAnother Duplicate Customer Set Element Maintenance dialog box will appear for Sequence 3 where you can add an additional customer to be consolidated into the main account from sequence 1. This can be repeated for as many accounts that you require consolidated into the main account. Once you have added all the customers' accounts that you need click Cancel.
To complete the consolidation of the Duplicate Customer Set. In the top list frame find and highlight the duplicate set that you just added and click on the icon for ‘Consolidate Duplicate Customer Set’
...
| Tip |
|---|
Wrap upYou should now be able to consolidate duplicate customer accounts in Advantage. |
...