Identical field values, other than the value in the No. If you do not want to keep the duplicate customer record, choose the Remove Duplicate action, and then choose the Close button. field is different for the two customers. Notice in both the summarized values in the Current and Conflicts With fields and on the lines that at least one primary-key field is the same for both customers and the value of the No. The Merge Duplicate page now shows the fields in the selected table that cause a merge conflict between the two customer records. On the Merge Duplicate Conflicts page, select the line for a related table with a conflict, and then choose the View Details action. action on the Conflicts FastTab, which will appear if conflicts exist. If conflicts exist, choose the Resolve (xx) conflicts before merge. value in all fields with relations to the customer table will be replaced with the No. The duplicate customer is renamed so that all usage of its No. If no conflicts are found, choose the Yes button in the confirmation message box. A conflicts exists if a value in at least one primary-key field is the same for both customers while the value in the No field is different for the two customers. The system checks if the merge of values for the duplicate customer into the current customer causes any conflicts. When you have finished selecting which values to keep or override, choose the Merge action.
The value in the Alternate Value field will then be transferred to the current record when you complete the process. See steps 8 through 12.įor each field where you want to use another value than the current one, select the Override check box. On the Merge Duplicate page, this section is informational only, however, if merge conflicts exist, you will resolve them on the Merge Duplicate Conflicts page. value of both the current and the duplicate customer is used. The Current Count and Duplicate Count fields show the number of fields in related tables where the No. The Related Tables FastTab lists tables where there are fields with a relation to both customers. This means that if the selected customer is really a duplicate, then only very few fields should be listed, such as typing errors and other data entry mistakes. The Fields FastTab lists fields where the values are different for the two customers. On the Merge Duplicate page, in the Merge With field, select the customer that you believe is a duplicate of the one you have opened, indicated in the Current field. On the Customer Card page, choose the Merge With action.
Select the customer that you know or suspect that a duplicate record exists for, and then choose the Edit action. The steps are similar for a vendor and contact cards.Ĭhoose the icon, enter Customers, and then choose the related link. The following procedure is based on a customer card. Whereas, if the page shows many fields, then the suspected record is probably not a duplicate.
Therefore, a duplicate is indicated by the page showing very few fields. The Merge Duplicate page shows all fields where the values are different for the two records being compared.
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