Personify recommends you run the merge process at night to allot time for review.CUS595 - Merge Verified Duplicates is the actual merge process. This process takes the list of verified duplicates that you identified in the Duplicate Customer Verification screen and changes the reference of all duplicate child records to the customer number of the record you want to keep. It also marks the duplicate record as a duplicate so your staff cannot continue to use the record.
Personify recommends you run the merge process at night to allot time for review.
The merge process merges relationships, orders, and other customer information. The Customer ID on tables are changed, but not the customer information in the Customer table.
The following is a sample report. The report layout below is a landscape formatted printing on a laser printer, grouped and sorted by Group ID.
