merge customer accounts

Currenly RMS does not have such thing, but You can create your own small tool or script in VB to do so I can only give you an idea:

update [transaction] set customerid=(select [id] from customer where AccountNumber='NewAccount') Where CustomerID in (select [ID] from Customer where AccountNumber='OldAccount')

"Philip Gass - Creative Gardens -" wrote:

There's a KB article on customersource that deals with this. It's basically a bunch of queries you need to run in administrator. Not hard but very time consuming. I have about 35 or 40 duplicates and it takes about 5-10 minutes to merge accounts. Craig

"Philip Gass - Creative Gardens -" wrote in message news: snipped-for-privacy@TK2MSFTNGP04.phx.gbl...

The CustomerSource KB article contains 5 query sets that need to be exectued in order.

The first requires both 'keep' and 'delete' account numbers Two others require the 'keep' account number only. The other two don't require any input at all.

I saved the five query files as MergeCustomer1...5 in a folder called Merge Customer in the directory SO Admin default to when you select 'Open...'

I can backup the database, open all five, copy/paste the account numbers into the appropriate places and execute the queries fairly quickly now.

If you have HQ, make sure that if the account has purchase or A/R activity at multiple stores that you merge the accounts in all of the store DBs.

Akber's "solution" is nowhere near as thorough or complete as the KB solution--it won't change any open orders/quotes, A/R history, total visits, etc. I'd recommend against executing that query.

Tom

I do not have access to those queries. Is it possible to forward them to me? Thanks in advance, snipped-for-privacy@ponoroff.com

If you'd like to merge customer accounts on a recurring basis as duplicates are found, our V.I.P. Zone add-in provides this function for both single stores and HQ users running Microsoft RMS. The merge feature handles all data including visits, orders, account balances, total transactions, etc. Also handles cases where the same customer appears more than twice. Tag duplicates, indicate target account, click Yes to confirm, and you're done.

V.I.P. Zone trial download:

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