Skip to main content

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