The Edge
Increase Your Bottom Line and Profitably Manage Your Inventory with The Edge
WHAT IT IS
Identify and merge duplicate customer records while preserving customer history and contact methods.
WHAT IT DOES
The Edge includes tools to help mitigate the duplication of customer records as well as identify and merge existing duplicates. The Customer Duplicate Check system option can be enabled to automatically check for duplicates right at the time of entry. And the Duplicate Customers report can be run to identify existing duplicates that need to be merged which is handled directly from the customer record.
HOW IT WORKS
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To merge two customer records, use Customer Find to open the customer record you wish to remain, then click Supervisor and Merge. From here, you can either manually select the customer to be merged or have The Edge automatically search for other duplicates.
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Turn on the Customer Duplicate Check system option to automatically check for duplicates at time of entry based on your choice of criteria.
- To identify existing duplicates, run the Duplicate Customers report found on the Customers report menu. When duplicates are found, click directly on the report to open the Customer Record and perform the merge.
EXPAND YOUR EDGE EDUCATION
Can’t get enough Duplicate Customers? Click the button below to launch our new site. Log-in and watch our Duplicate Customers webinar. Then stick around to explore the site and empower your business through more webinars, articles from The Edge Knowledgebase, or discussions with fellow Edge users.
