Merge Duplicate Customer Records (cloud)
Occasionally users may discover a duplicate account for a customer. This happens when a user (or the customer) makes a typo, or incorrectly spells the customer name during the check-in process. If this happens a new customer record may be created.
Users must enter the exact spelling of a customer's name each time the customer is checked in. If the name is entered differently than a previous visit, LobbyCentral won't be able to locate the customer record, and a new customer record will be created.
If a duplicate record exists for a customer and that customer checks-in through the kiosk, LobbyCentral will continue to create a new record for the customer each time they check-in because the system will not know which record to attach to that visit. For this reason, it is necessary to merge all duplicate records found for a customer as soon as one is found.
Users with reporting permissions may run the Duplicate Customers Report in order to locate any possible duplicates in LobbyCentral.
Note: Do not run the merge tool for customer IDs that are assigned to a pending or in-service request.
Merge Customer Records
- Select Tools > Merge Customer Records from the menu.
- Enter the customer Name (or partial name) of the Primary Customer Record (The record to transfer all duplicate records to).
- Click Continue.
- Select the primary customer record that all other records will be merged into.
- Click Continue.
- Enter the Name (or partial name) of the Merging customer record(s).
- Check the box next to each customer record to be merged into the primary customer record.
- Click Merge Records.
- Confirm.