View Duplicate Sets
To view the customer records for a selected duplicate set, so that you can evaluate whether they should be merged.:
-
Select View from the Customer Merge Review Actions menu.
Result: The View Duplicate Customer Set window appears
Figure 3-4 View Duplicate Customer Set
-
You can click the following links from this window:
Figure 3-5 View Options
-
To view the Customer Dashboard, click the Customer Name from the Customer Name and Address column.
-
To view the Active Cards available when there are more that two assigned, click the Show More... link from the Cards column.
Figure 3-6 Active Cards
-
To view the Attributes when there are more than two assigned, click the Show More... link from the Attributes Column.
Figure 3-7 Assigned Attributes
-
-
Click Done to close the list of duplicate customer records.