Difference between revisions of "Merging Duplicate Customers"
From Opentaps Wiki
Jump to navigationJump to search (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. ...) |
m (Protected "Merging Duplicate Customers": Sysop page [edit=sysop:move=sysop]) |
(No difference)
| |
Revision as of 20:30, 21 July 2008
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. These are customers which may be duplicated, based on their e-mails, names, and addresses. Once you have run the service, look in the PartyMergeCandidates entity to see the proposed candidates for merging. If you do not agree with the reasons for merging the two parties, set the doNotMerge field.
- crmsfa.autoMergeParties -- will merge the propose candidates, which were found by the previous service.
