Finding similar customers or companies to merge

You can check whether a particular customer or company has potential duplicates in the system. Once you have identified potential duplicates you can decide whether or not to merge the records into one.

 

    1. Choose one of the following:

    2. Enter details for the customer/company and click Search.

    3. Select the customer/company that you want to view.

    4. Click Show Like Customers or Show Like Companies.

    5. If the system identifies potential duplicate customers/companies, choose one of the following:

Related topics

Merging two customers

Search for and consolidate duplicate customers

 

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