• Utilities Content Map
• The Maximum Number of Records that can be Processed
• Business Intelligence Queries (Extracts)
• Utilities Customers
  • Utilities Customers Pages
    • Utilities Customers-Query Select Page
    • Utilities Customers-Customer Marketing Page
    • Utilities Customers-Add Offers Page
  • Performing Customers Batch Processes
    • Updating Customer Marketing Data in Batches
    • Generating Offers in a Batch
      • Searching for Customers Eligible for Offers
      • Selecting Customers Eligible for Offers
      • Making Customer Offers
• Utilities Customer Merge
  • Utilities Customer Merge Pages
    • Utilities Customer Merge-Search Page
    • Utilities Customer Merge-Details Page
    • Utilities Customer Merge-Details Page (AudiencView 6.3.2)
    • Utilities Customer Merge-Query Page
    • Utilities Customer Merge-Results Page
  • Merging Customer Accounts in a Batch
    • Creating and Executing a Customer Account Merge Query (Prior to AudienceView 6.3.2)
    • Creating and Executing a Customer Account Merge Query (AudienceView 6.3.2)
    • Modifying an Executed Customer Account Merge Query
    • Merging a Batch of Customer Accounts
• Utilities Orders
  • Utilities Orders Pages
    • Utilities Orders-Query Select Page
    • Utilities Orders-Order Invoice Page
    • Utilities Orders-Order Update Page
    • Utilities Orders-Order Marketing Page
  • Performing Orders Batch Processes
    • Printing Order Invoices in a Batch
    • Updating Orders in a Batch
      • Searching for Orders to Update in a Batch
      • Updating Order Details in a Batch
      • Adding Gifts to Orders in a Batch
      • Adding Miscellaneous Items to Orders in a Batch
      • Deleting Performances or Bundles from Orders in a Batch
    • Updating Order Marketing Data in a Batch
• Utilities Offers
  • Utilities Offers Pages
    • Utilities Offers-Query Select Page
    • Utilities Offers-Offer Invoice Page
    • Utilities Offers-Offer Update Page
  • Performing Offers Batch Processes
    • Printing Offer Invoices
      • Searching for Applicable Offers to Invoice
      • Generating Offer Invoices
    • Updating Offers in a Batch
      • Searching for Offers to Update in a Batch
      • Updating Offer Start and End Dates in a Batch
      • Updating Offer Statuses in a Batch
      • Declining Offers in a Batch
      • Removing Promotional Codes from Offers in a Batch
      • Updating Promotional Codes on Offers in a Batch
• Utilities Renewals
  • Utilities Renewals Pages
    • Utilities Renewals-Search Page
    • Utilities Renewals-Details Page
    • Utilities Renewals-Seating Page
    • Utilities Renewals-Gifts Page
    • Utilities Renewals-Miscellaneous Items Page
    • Utilities Renewals-Results Page
  • Handling Renewals
    • Creating an Offer Renewal
    • Creating an Order Renewal
    • Creating an Update Order Renewal
    • Working with Renewal Seat Rules
      • Creating a Renewal Seat Rule
      • Modifying a Renewal Seat Rule
      • Deleting a Renewal Seat Rule
    • Working with Renewal Gift Rules
      • Creating a Renewal Gift Rule
      • Modifying a Renewal Gift Rule
      • Deleting a Renewal Gift Rule
    • Working with Renewal Miscellaneous Item Rules
      • Creating a Renewal Miscellaneous Item Rule
      • Modifying a Renewal Miscellaneous Item Rule
      • Deleting a Renewal Miscellaneous Item Rule
    • Running a Renewal
    • Modifying a Renewal
    • Deleting a Renewal
• Utilities Print
  • Utilities Print Pages
    • Utilities Print-Print Query Select Page
    • Utilities Print-Order Print Page
    • Utilities Print-Print Cancel Page
  • Printing in Batches
    • Printing and Reprinting Tickets in a Batch
    • Cancelling Printed Tickets in a Batch
• Utilities Performance
  • Utilities Performance Pages
    • Utilities Performance-Template Page
    • Utilities Performance-Admissions Page
    • Utilities Performance-Tickets Page
  • Modifying Performances in a Batch
    • Searching for Performances to Update in a Batch
    • Updating Performance Holds, Price Zones or Fill Zones in a Batch
    • Adding Admissions to Performances in a Batch
    • Removing Admissions from Performances in a Batch
    • Adding or Cancelling Third Party Tickets
      • Notes About Entering Ticket Numbers
      • Adding Third Party Ticket Numbers
      • Cancelling Third Party Ticket Numbers
• Utilities Pledges
  • Utilities Pledges Pages
    • Utilities Pledges-Tax Receipts Page
    • Utilities Pledges-Thank You Letters Page
  • Handling Pledges in a Batch
    • Extracting Tax Receipt Data
    • Extracting Thank You Letter Data
    • Using Mail Merge to Print Tax Receipts and Thank You Letters
• Utilities Dataloader
  • Utilities Dataloader Pages
    • Utilities Dataloader-Search Page
    • Utilities Dataloader-Load Page
    • Utilities Dataloader-Results Page
  • Using the Dataloader
    • How the Dataloader Works
    • Best Practices for Dataloader Use
    • The Control Files for the Dataloader
    • Editing the Control File
    • Adding Control Files to the Dataloader Control File List
    • Creating a Dataloader Job
    • Scheduling a Dataloader Job to be Run
    • Updating the Details of a Dataloader Job
    • Deleting a Dataloader Job

AudienceView's Utilities application enables you to merge customer accounts in batches. For example, you could merge accounts that were created in duplicate (perhaps an existing customer created an AudienceView Online account), when an organization merges with another or when one houshold joins another.

Before you merge accounts, it is important to think about which account will be kept intact (the primary account) and which will be incorporated into the intact account (the secondary account). If the two accounts are duplicates, it does not matter which is which, but if you are merging two accounts that contain different customer data, the order will become important.

Warning Account merges cannot be reversed. It is recommended that you create a backup of the database before merging accounts.

A primary account can be the recipient of more than one secondary account.

Once merged, the following changes take place to the two accounts:

• The secondary account becomes read-only.
• The secondary account's contacts become contacts on the primary account.
• The secondary account cannot be added to orders or updated, but it can be deleted. For more information, refer to Deleting a Customer Account.
• The primary account lists the accounts it was merged with on the Customer|Basic page in the duplicate accounts section.

Most of the information from the secondary account is added to the primary account when the merge is performed; however, the following information is not transferred:

• All of the selected 'Contact' and 'Address' information from the additional customer details section of the Customer|Advanced page.
• All of the information from the agent organization details section of the Customer|Basic page.
• All of the information from the customer section of the Customer|Basic page, except the 'Customer Class' field if the primary account does not have one assigned.
• All of the information from the marketing data section of the Customer|Basic page.
• All of the information from the organization details section of the Customer|Basic page.
• All of the information from the payment information section of the Customer|Basic page.

The following sections describe how to merge customer accounts in a batch:

• Creating a Customer Account Merge Query (Prior to AudienceView 6.3.2): Describes how to create a query to search for customer accounts to be merged.
• Creating a Customer Account Merge Query (AudienceView 6.3.2): Describes how to create a query to search for customer accounts to be merged.
• Modifying an Executed a Customer Account Merge Query: Describes how to modify an executed customer merge query.
  Doing so will delete the original query results from the Customer Merge|Query page, and the 'Executed' status will revert to No.
• Merging a Batch of Customer Accounts: Describes how to merge a batch of customer accounts once a query has been run.