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Customer name was entered twice

  • 30 October 2020
  • 2 replies
  • 53 views

Our customers get uploaded automatically from our CMS. By error sometimes twice. Once in acumatica, how do I merge the customers, so I have only one customer in acumatica?

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Best answer by vkumar 1 November 2020, 02:42

Hi @bcurran,

Here is an existing feature request posted on our Product Ideas page, requesting an option to merge Customer/Vendors. Its been marked as ‘Future Consideration’. 

https://community.acumatica.com/ideas/ability-to-merge-customers-vendors-not-just-prospects-872

Regards,
 

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2 replies

Userlevel 4
Badge +1

Hi @bcurran,

Acumatica has a duplicate validation system that can be used for leads and contacts, but unfortunately it does not work with customers that have existing activity. There is an open suggestion that you can vote on in the Ideas section, right here.

Userlevel 4
Badge +3

Hi @bcurran,

Here is an existing feature request posted on our Product Ideas page, requesting an option to merge Customer/Vendors. Its been marked as ‘Future Consideration’. 

https://community.acumatica.com/ideas/ability-to-merge-customers-vendors-not-just-prospects-872

Regards,
 

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