Customer Merge Improvement
In 11.0 we added a feature whereby if 2 customer records are being merged, and they each have only 1 service location, then you will have the option to merge the locations at the same time. This is a great time saving enhancement to handle those true duplicate situations to eliminate the need for 2 merges - the customer merge, followed by the customer location merge.
Video Demonstration
Notes
- There is no setting to activate, this field will be present automatically if the 2 Customer Records being merged each have a single location
- If you select No, the Customer Merge will work like today - the net result will be a single customer record, with 2 service locations
- If either Customer Record being merged has 2 or more service locations, then this option will not be visible
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