Module: System

Path: System > Customer DeDupe

Topic: Customer DeDupe

Version(s):  5.1 and up

Editions: All

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What Is Customer DeDupe

When the Customer DeDupe runs, it combines the two customers and adopts the customer ID from the first, or oldest order

The criteria used by the dedupe process is ContactFirstName,ContactLastName,PhoneNumber, clientid. These are the attributes of the customer record itself, not any related records such as attached orders, or address profiles.

Making The Connection

Where Will I See This Within OLX?

1. Customer Service > CS Event Lookup
   
2. Customer Service > Customer Lookup
   
3. Customer Service > Order Lookup
   
4. Customer Service > Product Lookup
   
5. Customer Service > RMA Lookup
   
6. System > Customer DeDupe

What Reports Can Be Pulled?

What Imports/Exports Relate to Customer DeDupe?

Trouble Shooting

Oops, I Did Not Mean To Do That

Order Will Not Import - Says Duplicate Customer

1. Check to see if the customer has multiple records with a Customer Lookup
   
1. If there are multiple records, dedupe customer to one record
   
2. If there are not multiple records, try setting all of the customer match settings to "N" as a workaround to get the order imported
   
1. This should only be used as an emergency work around
   
2. Make sure to submit a helpdesk ticket if issue presents itself again
   

Setup

Search Filters:

1. Set Filter type
   
1. The available filters are:
   
   1. Customer Name
      
   1. Populated automatically by the Billing Address information
   2. Create Date
      
   1. Date of first order 
   3. Client
      
   1. Source of first order
   4. City
      
   5. State
      
   6. Zip
      
   7. Country
      
   8. Dupes
      
   1. Number of like records found
      
2. 
   
   Set the Operator
   
1. The available operators are:
   
1. Equal To
   
1. Return only values with exact match to filtered value
   
2. Not Equal To
   
1. Return only values that do not match the filtered value
   
3. Greater Than
   
1. Return only values larger than filtered value
   
4. Less Than
   
1. Return only values smaller than filtered value
   
5. Greater Than or Equals To
   
1. Return only values that are larger or equal to filtered value
   
6. Less Than or Equals To
   
1. Return only values that are smaller or equal to filtered value
   
7. Starts With
   
1. Return only values that start with the filtered value
   
8. Contains
   
1. Return only values that contain the filtered value
   
9. Does Not Start With
   
1. Return only values that do not start with the filtered value
   
10. Does Not Contain
    
1. Return only values that do not contain the filtered value
   
3. Insert the value to search
   

Dupe Criteria:

      

1. Dupe Criteria
   
1. The criteria options are:
   
   1. First, Last, Phone
      
   2. Address Profile
      
   3. First, Last, Zip
      
   4. First, Last, Email
      
      
2. Full Speed
   
1. This option will cause job to run quicker but will utilize more resources
3. Show Schedules
   
1. Will display any scheduled dedupe jobs
   
2. To schedule a job
   
1. Click the Add button 
   
2. Set Filter and Criteria parameters
   
3. Set name for schedule 
   
   
4. Set time to run
   
   OR  to link this job to another job
   
   
   
5. Set if active or inactive schedule
   
1. Checked = Schedule is active
   
2. Unchecked = Schedule is NOT active
   
   
6. Set Alert
   
1. A popup will display the alert settings and criteria
   
2. Set Name
   
3. Set Condition
   
1. Unconditional
   
2. On Success
   
3. On Failure
   
4. Set Delivery Method
   
5. Set From Address
   
6. Set Email Address
   
7. Set CC
   
8. Set Subject
   
9. Set Message
   
10. Click the Save button  
    
1. Or the Cancel button  if you do not with to save the schedule and would like to exit the popup
2. Or the Delete Button  if you want to remove the current scheduled job
7. Click the Save button 
   
1. Or the Cancel button  if you do not with to save the schedule and would like to exit the popup
4. Show Upcoming
   
1. Will display a list of of recently ran and any upcoming scheduled dedupe jobs
   
   

Results List

1. Select the records from the list you wish to merge with the additional records displayed in the Dupes column
   
2. Click the Go button 
   

Client ID is an implicit criteria