• 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

To create a query that can be used to merge accounts, complete the following:

1. Open the Utilities application from the AudienceView Desktop.
2. Select the Customer Merge tab.
   The Customer Merge|Search page appears.
3. Click 'Create New'.
   The Customer Merge|Details page appears.
4. Enter a name for the query in the 'Name' field.
5. Enter a description for the query in the 'Description' field.
6. Select the amount of information that you want to display on the Customer Merge|Results page from the 'Output Options' dropdown:
   • Show Failure: The Customer Merge|Results page will only display the results of failed merges.
   • Show All: The Customer Merge|Results page will display both failed and successful merges.
7. Select the field entries (from the Customer Services application Customer|Basic page) that you want the query to search for and match within the customer accounts from the 'Matching Criteria'. The results will match and group customer accounts by similar field entries.
   To select more than one field entry to match, hold CTRL or SHIFT while making your selections.
8. If you want to all of the 'Merge' check boxes to be preselected on the Customer Merge|Query page once the query has been executed, select Yes from the 'Automatically Select Merge Customers' dropdown.
   If you select Yes from the 'Automatically Select Merge Customers' dropdwon, the 'Automatically Select Merge Contact/Address' dropdown becomes active
9. If you want all of the 'Contact' and 'Address' check boxes to be preselected on the Customer Merge|Query page once the query has been executed, select Yes from the 'Automatically Select Merge Contact/Address' dropdown.
10. Optionally, enter a range of customer numbers in which you want the query to search for the selected 'Matching Criteria' in the 'Customer Number From' and 'Customer Number To' fields.
11. Select the account that will be preselected as the 'Keeper' account on the Customer Merge|Details page (i.e. the account that the other account(s) will be merged into) from the 'Keeper Customer Criteria' dropdown:
    • customer with oldest customer create date: The newer account(s) will be merged into the oldest account.
    • customer with most recent create date: The older account(s) will be merged into the newest account.
    • customer with most recently created order: The account(s) will be merged into the account that has had the most recent transaction activity.
    • customer most recently updated: The accounts will be merged into the most recently updated account.
12. Select the account creation date that you want to filter the query by from the 'Create Account Date' dropdown:
    • Date Range
    • Previous 7 Days – This does not include today.
    • Today
    • Yesterday
13. If you selected Date Range from the 'Create Account Date' dropdown, enter the date range in the 'Create Date From' and 'Create Date To' fields, or click to select a date.
    For more information, refer to Using a Calendar to Add a Date.
14. Select the role that was used to create the account from the 'Create Role' field (e.g. if you want to merge duplicate accounts that were created by Online users, select Internet).
    To select more than one role, hold CTRL or SHIFT while making your selections.
15. Select the account update date that you want to filter the query by from the 'Update Account Date' dropdown:
    • Date Range
    • Previous 7 Days – This does not include today.
    • Today
    • Yesterday
16. If you selected Date Range from the 'Update Account Date' dropdown, enter the date range in the 'Create Date From' and 'Create Date To' fields, or click to select a date.
    For more information, refer to Using a Calendar to Add a Date.
17. Select the role that was used to update the account from the 'Update Role' field (e.g. if you want to merge duplicate accounts that were updated by Online users, select Internet).
    To select more than one role, hold CTRL or SHIFT while making your selections.
18. Enter the maximum number of 'Keeper' accounts that you want returned by the query in the 'Max Keeper Accounts' field.
19. Click 'Create'.
    The page refreshes, and the 'Execute' button appears at the bottom of the page.
20. Click 'Execute'.
    The Customer Merge|Query page appears, displaying the results of the merge query.
    On the Customer Merge|Details page, the 'Executed' read-only field changes to Yes, and the 'Execute' button becomes the 'Load' button.

For information about merging customer accounts, refer to Merging a Batch of Customer Accounts.