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• And more!
Check out this thread to learn more!
Duplicate Customer Merging Custom Field
I have a custom field (Integer Number) on the customer file that I would like to have added rather than over-written during the merge process. Is there a way to accomplish this?
The best idea that I have is to have the merge make the duplicate records become sub-customers of the primary record (we do not currently use the sub-customer feature in our environment which would make these stand out), run a process to add together the values for the children and parent records and place the value on the parent record, then unmark them as sub-customers and finally re-run the merge, this time being a full merge making sure the same records are selected as the primary record so as to keep the new updated value.
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