https://docs.opentaps.org/docs/index.php?action=history&feed=atom&title=Merging_Duplicate_Customers 2026-04-05T18:07:40Z Revision history for this page on the wiki MediaWiki 1.32.1 https://docs.opentaps.org/docs/index.php?title=Merging_Duplicate_Customers&diff=3410&oldid=prev 2008-09-23T22:54:14Z

<p></p> <table class="diff diff-contentalign-left" data-mw="interface"> <col class="diff-marker" /> <col class="diff-content" /> <col class="diff-marker" /> <col class="diff-content" /> <tr class="diff-title" lang="en"> <td colspan="2" style="background-color: #fff; color: #222; text-align: center;">← Older revision</td> <td colspan="2" style="background-color: #fff; color: #222; text-align: center;">Revision as of 22:54, 23 September 2008</td> </tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l1" >Line 1:</td> <td colspan="2" class="diff-lineno">Line 1:</td></tr> <tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>To merge duplicate parties, you can run the following services either from a script or from the Web tools application:</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>To merge duplicate parties, you can run the following services either from a script or from the Web tools application:</div></td></tr> <tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>* crmsfa.findCrmPartiesForMerge -- will find candidates for merging.  These are customers which may be duplicated, based on their e-mails, names, and addresses.  Once you have run the service, look in the &lt;tt&gt;PartyMergeCandidates&lt;/tt&gt; entity to see the proposed candidates for merging.  If you do not agree with the reasons for merging the two parties, set the &lt;tt&gt;doNotMerge&lt;/tt&gt; field.</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>* crmsfa.findCrmPartiesForMerge -- will find candidates for merging.  These are customers which may be duplicated, based on their e-mails, names, and addresses.  Once you have run the service, look in the &lt;tt&gt;PartyMergeCandidates&lt;/tt&gt; entity to see the proposed candidates for merging.  If you do not agree with the reasons for merging the two parties, set the &lt;tt&gt;doNotMerge&lt;/tt&gt; field.</div></td></tr> <tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>* crmsfa.autoMergeParties -- will merge the propose candidates, which were found by the previous service.</div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>* crmsfa.autoMergeParties -- will merge the propose candidates, which were found by the previous service<ins class="diffchange diffchange-inline">.  When you run this service, you will be prompted for a single parameter called &quot;validate.&quot;  If you enter &quot;N&quot; here, the merge will be done '''without''' checking whether the two merged parties have the same CRM roles.  Thus, a lead and a contact would be merged into each other, and non-CRM parties could also be merged into each other</ins>.</div></td></tr> </table>

Sichen https://docs.opentaps.org/docs/index.php?title=Merging_Duplicate_Customers&diff=3239&oldid=prev 2008-07-21T20:30:56Z

<p>Protected &quot;<a href="/docs/index.php?title=Merging_Duplicate_Customers" title="Merging Duplicate Customers">Merging Duplicate Customers</a>&quot;: Sysop page [edit=sysop:move=sysop]</p> <table class="diff diff-contentalign-left" data-mw="interface"> <tr class="diff-title" lang="en"> <td colspan="1" style="background-color: #fff; color: #222; text-align: center;">← Older revision</td> <td colspan="1" style="background-color: #fff; color: #222; text-align: center;">Revision as of 20:30, 21 July 2008</td> </tr><tr><td colspan="2" class="diff-notice" lang="en"><div class="mw-diff-empty">(No difference)</div> </td></tr></table>

Sichen https://docs.opentaps.org/docs/index.php?title=Merging_Duplicate_Customers&diff=3238&oldid=prev 2008-07-21T20:30:56Z

<p>New page: To merge duplicate parties, you can run the following services either from a script or from the Web tools application: * crmsfa.findCrmPartiesForMerge -- will find candidates for merging. ...</p> <p><b>New page</b></p><div>To merge duplicate parties, you can run the following services either from a script or from the Web tools application:<br /> * crmsfa.findCrmPartiesForMerge -- will find candidates for merging. These are customers which may be duplicated, based on their e-mails, names, and addresses. Once you have run the service, look in the &lt;tt&gt;PartyMergeCandidates&lt;/tt&gt; entity to see the proposed candidates for merging. If you do not agree with the reasons for merging the two parties, set the &lt;tt&gt;doNotMerge&lt;/tt&gt; field.<br /> * crmsfa.autoMergeParties -- will merge the propose candidates, which were found by the previous service.</div>

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