Comments (...)

Using the Merge and Purge Customer Dupes utility is pretty easy and straight forward.  When at the main screen, select any one of the alpha filters at the bottom.  Be care about selecting the all button since it will return every single dupe set in your customer database.

 

For those with a few hundred, it's probably ok.  For those with thousands then you may have a long wait.  Try different alpha filters see how many dupe sets are returned to get an idea before you click on the all alpha filter.

 

Once the dupe sets are loaded, you are ready to begin de-duping your customer database.  Once you select any dupe set listed, the matching customer records will be listed below the dupe set.  Most of the information your need to determine match will be listed along with the customer.  If you need to compare more customer info and customer orders, select "View Details" located to the left of the utility in the Task section of the task bar.  You can also double click on the main window and the customer details page will appear.

 

The customer details page arranges each customer record side by side for easy comparison.  The orders tab will list all orders from all potential matches so you can view the order history to help determine if they should be merged.  The customer information is fully editable so you can copy data from customer record to customer record.

 

If you use custom customer fields in SEOM, you will find those listed in the custom fields category.  

 

Comments (...)