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View and Update the Duplicate Customer List

1. Navigate to the Duplicate Customer List screen.

   1. Log In to the Data Center Application to display the Data Center Ribbon Menu.

   2. 

      Select Customer Admin > Duplicate Customer List from the ribbon menu to display the Duplicate Customer List screen.

   

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

3. Click a customer's Details button to display the Customer Merge window and a list of potential duplicate records.

   

4. Complete the following procedure to address each customer record shown in the window:

   • Check the Primary checkbox for the customer record to be retained. (The system automatically selects the originally selected customer.)
   • Check the Duplicate checkbox for every customer record to be merged with the Primary record.
   • Check the Not Duplicate checkbox for every customer record to be kept distinct from the Primary record.
5. Click the Submit button to close the window and update the list on the screen.
6. Click the tab's Close button to close the screen.