If you have more than one listing for a customer, you can merge those two accounts into one.
Creating Accounts
Customer accounts are created through the Call Handling screen in Successware. It's easy to search by someone's name, number, or address in the Find Your Customer section of the Call Handling screen, but mistakes can still sometimes be made.
New customer accounts can be created by clicking the "+ New" button while searching for a customer.
It's worth checking each account that matches the name of the customer to ensure they don't already have an account. When a duplicate account is created, vital information like Agreements or a change of address could be missed.
If a duplicate account is created, the accounts can be merged together.
Merging Customer Accounts
From the Main Menu, select Setup and click the Find & Merge Utility.
The Customer Merge features a drop-down that will allow you to see results based on:
- Identical Names & Addresses
- This will automatically show all results with matching names and addresses.
- Location / Billing Account / Name or Company Name
- This option will allow you to manually search for results.
Identical Names & Addresses option
If you're using the Identical Names & Addresses option, you can click the Merge link on the right.
Next, you can use the arrows in the middle of the page to merge Customer A into Customer B, or vice versa.
Please keep in mind that merging accounts is irreversible.
You will see a Success message once the accounts have been merged.
Location / Billing Account / Name or Company Name option
If you select the Location / Billing Account / Name or Company Name option, you can type out a search.
Select a result, which will populate the Customer A field.
Next, type out a search on the right side of the page to populate the Customer B field.
Select an arrow in the middle of the page to merge Customer B into Customer A, or vice versa.
Billing Account Merge
The Billing Account Merge features a drop-down that will allow you to see results based on:
- Identical Names & Addresses
- This will automatically show all results with matching names and addresses.
- Billing Account ID
- This option will allow you to manually search for results.
Identical Names & Addresses option
If you're using the Identical Names & Addresses option, you can click the Merge link on the right.
Next, you can use the arrows in the middle of the page to merge Customer A into Customer B, or vice versa.
Please keep in mind that merging accounts is irreversible.
Location / Billing Account / Name or Company Name option
If you select the Location / Billing Account / Name or Company Name option, you can type out a search.
You will need to search by the Billing Account number. Enter the billing account numbers into Customer A field and the Customer B field.
Once you find the accounts, you can delete either account, or you can click the arrows in the middle to merge one account into the other.