Open topic with navigation

Manage System-Identified Duplicate Customer Records

Complete the following procedure to automatically identify duplicate customer records and either merge them into a single record or permanently distinguish them from each other.

1. Navigate to the Customer List screen.

   1. Log In to the Data Center Application to display the Data Center ribbon menu.

      

   2. Select Customer Admin > Customer List from the main menu to display the Customer List screen.

   

2. Sort and Filter Reporting Screen Data as needed to modify the list displayed on the screen.

3. Click the Find Duplicates button to display the Duplicate Customers list.

   

4. Click a name in the Duplicate Customers list to display the duplicate customer records.

   

5. Determine the relationship between the displayed customer records:

   • If both records are for the same customer, they may be merged into a single record. One will be the Primary record (to be retained in the customer list) and the other will be the Secondary record (to be merged and removed).

     Note: If either record has an active E4473 form, the system will not allow the records to be merged.

   • If the records are for different customers, they may be distinguished from each other.

6. Complete the appropriate procedure for the displayed customer records:

   Merge Customer Records

   Complete the following procedure to merge two records into a single customer record. Determine which customer record will be retained and click its Select Primary button to display the customer information the Primary Customer field. Determine which customer record will be merged into the other and click its Select Secondary button to display the customer information in the Secondary Customer field. Click the Merge Customer Records button to display the Confirm Merge Operation screen. Note: If either record has an active E4473 form, the system will not allow the records to be merged. Respond to message windows as appropriate. Click the OK button to display a merge confirmation window. Click the Close button.

   Distinguish Customer Records

   Complete the following procedure to establish two records as distinct customer records. Click a customer record's Select Primary button to display its customer information in the Primary Customer field. Click the other customer record's Select Secondary button to display its customer information in the Secondary Customer field. Click the Not Duplicate Records button.

7. Click the tab's Close button to close the screen.