How You Merge Customers

If you have Data Quality installed, the Trading Community Model manages the merging of duplicate and redundant customer records.

You can manually merge two customer records from the Manage Customers page in this way:

1. Search for the customer or customers that you want.

2. Select a customer.

3. Select the Merge Record command from the Actions menu to open the Merge window.

4. In the Merge window, select the original record and the duplicate records, and complete the merge request.

5. Repeat steps 2 to 4 for each customer that you want.