Sunday, 30 October 2011 15:16
Have you ever been in the Customer Master File in Atlantis and noticed the same customer with duplicate customer numbers? Usually this is due to the name or address being slightly different enough that the system did not pick it up as a duplicate. It would be nice if all the responses and history for the duplicate records could be combined into one clean, correct customer record. Well, you can do that very easily in Atlantis and here's how:
1. First, select the record that is the most correct, that is, the record you want to keep. This is your "Target" record. You don't want to open the record, just highlight it.
2. Next, click on "markTargetCus" in the menu across the top of the Customer Master File screen. The customer you selected will be now be highlighted in green.
3. Select the duplicate record you want to merge, and click "markPurgeCust" in the menu. The customer record that will be purged will be highlighted in red. If there is more than 1 duplicate, you can select them, one at a time, clicking "markPurgeCust" after each one. Rest assured that the response history and any other information will be transferred to the Target customer, before the duplicates are purged.
4. If you make a mistake and need to un-select any record, simply click on "clearmarks" and they will all be un-selected and you can start again.
5. Once you've selected the correct records to purge, click on "Mergecust"
You will see that the customer you selected as the "Target" will still be there, but the ones you marked to purge will be gone. You can open the customer record and look at the customer's response history and see that the history of the duplicate records you purged are all there, all neat and tidy, under one customer record.
As you work in the Customer Master File, and notice these duplicate records, it's a good idea to clean them up as you have time to maintain accurate customer files. You may even want to show the folks doing your data entry how to do this so they can assist in cleaning up any duplicates as they run across them.
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