Approving Customer Records for Merge

You can approve multiple records for the same customer to be merged into one record. The approved customer records are merged at the end of the week by an automated process.

To merge customer records

1. On the Tools menu, select Merge Customer > Manage Merge Customer Candidates.

   The Manage Merge Customer Candidates window appears.

2. If the customer record displayed under Target is not the one you want to use as the target, click Swap next to the appropriate candidate customer record.
3. If any information is missing or incorrect on the target, click the name under Target and update the information.
4. If a candidate does not belong to the group, click Remove next to the customer record.
5. Click Approve Group.

   The group is approved to be merged into one customer record and the next group appears.