You can flag a customer account as being a duplicate and merge or close the duplicate account later. Flagging a duplicate account does not effect either account and is for informational purposes only.
To flag a duplicate account, complete the following:
-
Open the Customer Services application from the AudienceView Desktop.
The Customer|Search page appears.
-
Search for and select the customer account with a duplicate. For more information, refer to Searching for a Customer or Contact.
If you selected the default contact, the Customer|Basic page will appear, otherwise the Customer|Advanced page will appear.
-
Select the Basic tab, if necessary.
-
Expand the customer state section.
-
Enter the customer number of the account you want to flag as being a duplicate in the 'Duplicate Customer' field or click
to search for the customer account.
For more information, refer to The Find Customers Dialog Box or Searching for a Customer.
-
Click 'Apply'.
A window confirms that the application updated the customer.
-
Click 'OK'.