Merge duplicate customer accounts into a
single account.
Instructions
You can merge multiple customer accounts into a single record. The
merged account will retain all the orders and contacts from the
merged accounts.
Enter as many fields as you need to locate the customer then click the
button or press Enter.
Matches will appear in the lower half of
the screen. Highlight the record you wish to open and either double
click it, press Enter or click the OK button.
After the customer screen is open click the Merge
text menu item. If you would like to keep this record (i.e., merge the
next record you select into this one) then select the Mark as Master
option. Otherwise, select Mark as Duplicate.
Repeat steps 1 -4 above for the next account and select
Mark as Duplicate (or Mark as Master if you indicated the first
was a duplicate).
You will now have a record marked as the Master and
another marked as a Duplicate. To merge these into a single record click
the Merge/Purge Marked Records... menu item.
Mailware will merge the 2 accounts into 1. The name and
address information from the Master account will take precedence over
the Duplicate and all orders and contacts will be associated with the
new master record. The duplicate record is deleted.
If you would like to merge additional accounts into the new master
record simply repeat the steps above until all duplicates are merged
into the new master record.
Tip: You can use the Filter feature
(click the icon in toolbar
on the Customer screen) to display only those records that match
the criteria you specify (e.g., Only customers named John Smith
in Zip Code 80301). As you scroll through the accounts you can
use the steps above to mark and merge them.
Tip: For help determining which customer
accounts to merge try running the Merge reports first. You can
find them under the Reports tab.
on the toolbar
or press the F4 key. 
button or press Enter. 
icon in toolbar
on the Customer screen) to display only those records that match
the criteria you specify (e.g., Only customers named John Smith
in Zip Code 80301). As you scroll through the accounts you can
use the steps above to mark and merge them.