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Combine Two Customer Records

Combine Two Customer Records​

Purpose: To combine the data for two customer records into one; the duplicate record is deleted after the process is complete. This process will change Customer ID references to the Primary Customer ID in all files in the system.

Important: This process could take several minutes depending on the amount of data contained on your system.

From the menu select System Administration, Utilities, Combine 2 Customer Records.

  • Duplicate Customer - Enter the Duplicate Customer Id. If you don’t know the customer ID, type in a backslash "" followed by a name to access the cross-reference. Note: This Customer Id will get deleted.
  • Primary Customer - Enter the Primary Customer Id. If you don’t know the customer ID, type in a backslash "" followed by a name to access the cross-reference.
  • Click the Process button to merge the records. Important: This process could take several minutes depending on the amount of data contained on your system

Combine Two Boat Records​

At this time. DockMaster does not allow two boat records to be combined. You will want to validate all of the information between the two boat records. If both boats have been used on work orders, then they CANNOT be deleted. If only one has been used on work orders, then the other CAN be deleted.