3 Customer Merge Review

The Customer Merge Review process allows you to search for and view duplicates prior to approving a merge.

The merge will combine multiple customer records into one, new customer record. This new customer record includes the transaction, card and account information from all the merged customer records based on how the system is configured. Other customer data: addresses, e-mail addresses, phone numbers, and so on, are taken from a single source record determined by Customer Engagement. The Customer Merge Review is displayed by accessing the Customer Merge Review option from the Customer Tasks menu.

Note:

The customer merge will be blocked if there are payment card tokens on any one of the customers being merged. The payment card tokens can be deleted from the Payment Card Tokens screen or via web service. When payment card tokens are deleted, the payment service provider will provide new tokens when a payment is initiated.