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AudienceView Documentation

Flagging Duplicate Accounts

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:

  1. Open the Customer Services application from the AudienceView Desktop.
    The Customer|Search page appears.
  2. 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.
  3. Select the Basic tab, if necessary.
  4. Expand the customer state section.
  5. 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.
  6. Click 'Apply'.
    A window confirms that the application updated the customer.
  7. Click 'OK'.