The safest way to merge duplicate accounts is to use showroom exchange’s “identify dups” feature.
How do I do it?
1. From the customer view click on “idenfity dups.†If this feature is not available, please have your administrative user contact us to enable.
more restrictive match
Exact customer name
Left 6 character of Address1
Left 4 character of City
State
less restrictive match
Left 5 character Customer [with space, period and apostrophe not considered in the comparison]
Left 6 character of Address1
Left 4 character of City
State
2. Showroom exchange will list duplicate accounts in a new window.
3. Use “consider as dup” checkbox to select as many accounts that are duplicated and choose the main account to keep
4. “Click to proceed” to move onto the verification screen.
5. Select “click to proceed” and press the “OK”
Thx. Like it.
Will there ever be ability to search/ filter similar to excel- using just first one or two letters of an account name or city? or “contains” a word or letter combination?