Best way to merge two customers?

1

I see there is a topic in the Ideas category for merging two customers. This would be useful for us, as our employees sometimes create duplicate customers, usually because they are not sure of the spelling and so don’t realise that we already have the customer in our system. Often we only pick up the duplication once both variations have multiple transactions.

My current process for merging them is to manually edit every transaction for one of the accounts. It works, but it is time-consuming and can get tricky and prone to errors when the various transactions (sales quotes, sales orders, sales invoices, delivery notes, receipts) become unlinked from each other. Is there an easier or more efficient way to do the merge? Something like a batch recode that can be done across all transaction types in a single operation?

2

The Batch Update feature will save you a ton of time even though you have to do it per transaction type. Give each Customer a unique Code and all you need to do via batch update is change the Customer value to the Code of the account you want to retain.

3

I think it’s a valid and valuable idea.

Even with all the power of Batch operations, it is still an unwieldy task.

A merge facility would make users’ lives much easier