What is Not Merged

Information in the Customer table is not merged from the duplicate customer record to the retained record. Since this data is generally a one-to-one relationship, it is assumed that the most current information is already in the retained record.

 

Tables added using the Database Designer are not automatically merged, you must add them to the Duplicate Customer Related Tables screen. Please see Defining Tables to be Merged for more information. You can query the database to view these custom tables by running the following script:

 

select c.table_name, c.column_name from INFORMATION_SCHEMA.COLUMNS c, INFORMATION_SCHEMA.TABLES t where c.DOMAIN_NAME=‘CUSTOMER_ID’ and c.table_name=t.table_name and t.table_type=‘BASE TABLE’ and not exists (select 1 from dbo.CUS_DUP_MERGE_TABLE d where d.table_name=c.table_name) order by c.table_name, c.column_name

 

Regarding the Awards module, there are several customers that can be involved in any awards record: the nominee, nominator and reviewer. It is most critical that duplicate nominee records are resolved, so this is the focus of the duplicate merge. Less critical (and likely) are duplicate nominators and reviewers, so their Awards records will not always be merged. Therefore, a user might see a single nominee with two nominations or reviewers from the same person.

These duplicates should be addressed on a case-by-case basis and must be resolved manually.

See also:

·            Duplicate Customers Overview

·            Preventing Duplicate Customers

·            What is Merged

·            Identifying Potential Duplicate Customers

·            Soundex vs. Phonetic

·            Duplicate Customers on the Web