merging customers

[Coral]

I know I have seen a document showing how to merge 2 customers together. I can't find it now. Anyone have those instuctions?

[Jan Regnier]

Coral

I think I have that document.  I will look tomorrow.  I will probably have to post it tomorrow night because I am having an issue being able to get on AU.ca.  I am still working on trying to figure out what the problem is - so I am reviewing posts from home at night.  I am pretty sure I kept that document though because I figured I would need it at some time.

[Robin Deatherage]

I believe you move one of them to Prospects and then move it back to Customer but change the customer code you want used to the code you want it merged with. 

[Lance Bateman]

You'd only do that if you don't need any accounting, claims, etc. that may be with the original customer you're moving to prospects - those get lost in the move.

I believe you move one of them to Prospects and then move it back to Customer but change the customer code you want used to the code you want it merged with. 

[Coral]

Robin you are right. That is the plan. I think the key would be the rename to the old code in the end. This stuff never really disappears out of the database.

I'm going to try. I'm working on cleaning up for Epic

[Lance Bateman]

Coral, I think you have the final move in mind- that once you get things together in customers, renaming to the old code of the one moved to Prospects will re-integrate what was left behind.  But what a PITA!  Hope you don't have a lot of these in your clean-up?

[Coral]

Quite a few, I am afraid. We had some accounts split between 2 business units and they each set up their own account. Also Personal Lines didn't reuse the old account, if a client returned. And this is one of those things you want to do slowly and carefully.