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Manage Manually Identified Duplicate Customer Records

Complete the following procedure to manually 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 Toggle Merge button to display merge controls with Primary Customer and Secondary Customer fields on the right side of the screen.

   

4. Identify two customer records with similar information and determine their relationship:

   • 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.

5. Complete the appropriate procedure for the customer records:

   Merge Customer Records

   Complete the following procedure to merge two records into a single customer record. Right-click the name of the Primary customer record to display a list of options. Click the Select Primary Merge Customer option to add the customer information to the Primary Customer field. Right-click the name of the Secondary customer record to display a list of options. Click the Select Secondary Merge Customer option to add the customer information to 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. Right-click one of the customer records to display a list of options. Click the Select Primary Merge Customer option to add the customer information to the Primary Customer field. Right-click the other customer record to display a list of options. Click the Select Secondary Merge Customer option to add the customer information to the Secondary Customer field. Click the Not Duplicate Records button.

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