You can review groups of customers that have been approved to be merged at the end of the month.
Review Approved Groups window element descriptions
Window element |
Usage |
---|---|
Search Options |
|
Unapprove |
Click to reject the group from the merge. The group will return to the Manage Merge Customer Candidates window for approval. |
Cust # |
Displays the customer number of the target. |
Name |
Displays the name of the target. |
DOB |
Displays the date of birth of the target. |
SSN |
Displays the Social Security Number of the target. |
Drivers License |
Displays the driver's license of the target. |
Address |
Displays the address of the target. |
Managing County |
Displays the managing county of the target. |
Renewal County |
Displays the renewal county of the target. |
Approved By |
Displays the user who approved the group. |
Approved Date |
Displays the date when the group was approved. |
Close |
Click to close the window. |