How to Merge Duplicate Parent Records
From time to time you will come across a location or customer that is a duplicate and need to merge the two records together. This is the process that can be followed in order to merge any two parent records together. Any employee with access to a desktop or laptop computer should be able to perform this task, but we do not expect a tech in the field to complete this with their phones. If you are a tech, please send a comm note to your supervisor to let them know of the duplicate issue.
NOTE: THE EXAMPLE USED IS THE CUSTOMER RECORD BUT CAN BE USED FOR LOCATIONS AND ANY PARENT RECORD.
1) Compare the Customer Records and Select the One with the Least # of Records. Open this Record.
(Example: This Customer had 124 SV, while the other duplicate had only 4, so open the one with 4)
2) Change the Business Name to “<Company Name> (OLD)”
3) Double Check the “Billing Info” Tab for the Customer and Make sure all the info is correct, if confusion follow up with accounting. If you are changing the PO Required field from "No" to "Yes" read the special note under the "Site Visits" step below.
4) Now scroll down to the child tables linked on the form. It will look like the below:
Notice you can check the box in the top left and select all records in the table. At this point you can select "Edit All".
5) Change the Customer record to the appropriate Business Name (i.e. the one not named OLD)
8) Repeat until all the child records tables are empty.
9) After checking that all the records have left from the OLD Customer Record, select the menu option and click Delete, then click Delete Record.
NOTE: THE EXAMPLE USED IS THE CUSTOMER RECORD BUT CAN BE USED FOR LOCATIONS AND ANY PARENT RECORD. SIMPLY VISIT THE FORM, PULL ALL IMPORTANT INFO, SELECT ALL CHILD RECORDS AND MOVE TO CORRECT PARENT.