SS> Utilities> Merge Customer Report

Merge Customer Report

Summary

Springbrook modules share a common Customer table. By using the same customer number and giving the customer various accounts, Cash Receipts can operate most efficiently. If you find that you have a customer with two different customer numbers, you may be inclined to combine these customers so that they use only one customer number but multiple account numbers.

The Merge Customers process includes two steps:

Run the Merge Customer Report
Run the Merge Customer Update tool

The Merge Customer Report displays the changes that will be made when the Merge Customer tool is run. The Summary report will display the original customer number and the newly assigned customer number. The Detail report will display all the affected accounts across all systems other than Utility Billing. Customers with UB accounts cannot be merged or moved.

In order for a customer to pulled into the Merge Customer Report and, ultimately, to be have their accounts merged into one customer account on the Merge Customer Update step, the customer data on the individual accounts must match exactly. That data includes:

First Name
Last Name
Mailing Address
- Address 1
- Address 2
City
State
ZIP code

If any of these fields do not match across accounts, those accounts cannot be merged under a single customer number.