Spotlight On Solutions
Merge Duplicate RMS Customer Records
Duplicate customer records can exist for a variety of reasons, and the consequences can be costly and occasionally embarrassing, including:
When we work with RMS users to merge duplicate customer records, we use a custom report to help identify duplicate customer records; and usually the RMS user already has their own list of duplicates to be merged. Then we use a query to merge the customer information once a record has been identified and confirmed as a duplicate. It is a manual process (no records are automatically deleted) that requires carefully inspecting the potential duplicates and deciding if they are duplicates and if so which record should be kept.
For clients that prefer to 'do it themselves', the custom report and query (for RMS Store Operations only) are available for purchase as a bundle. And we will teach you how to use the query at no additional charge.You can purchase the report and query bundle using the payment button below. We will process your order and e-mail the report and query bundle to you promptly (usually within 1 hour if placed during regular business hours).Price $125.00