Identifying and Merging Duplicate Accounts

The safest way to merge duplicate accounts is to use showroom exchange’s “identify dups” feature.

How do I do it?

1. From the customer view click on “idenfity dups.” If this feature is not available, please have your administrative user contact us to enable.

more restrictive match
Exact customer name
Left 6 character of Address1
Left 4 character of City
State

less restrictive match
Left 5 character Customer [with space, period and apostrophe not considered in the comparison]
Left 6 character of Address1
Left 4 character of City
State

2. Showroom exchange will list duplicate accounts in a new window.
3. Use “consider as dup” checkbox to select as many accounts that are duplicated and choose the main account to keep

Consider as Dup

4. “Click to proceed” to move onto the verification screen.

Merge Verification

5. Select “click to proceed” and press the “OK”

Are You Sure?

One thought on “Identifying and Merging Duplicate Accounts

  1. Thx. Like it.
    Will there ever be ability to search/ filter similar to excel- using just first one or two letters of an account name or city? or “contains” a word or letter combination?

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