Merging customers

Yahoo Archive
1
>merging customers

>orders, shipments, invoices
Active - I've only manually entered those.
I've put history into UD tables though.


> calls
It's been a while but I remember appending calls. There might have been some sorting issues and maybe I had to find a KeyLast field and update it.





--- In vantage@yahoogroups.com, "Tim Vonderhaar" <tvonderhaar@...> wrote:
>
> I also would like to know if this is possible. With companies being purchased and or consolidating, this would seem to be a common need.
>
> Tim
>
> --- In vantage@yahoogroups.com, "Jeff Greenaway" <vantagegroup@> wrote:
> >
> > Does anyone have suggestions for merging customers in E9 (606a
> > specifically)? For one of my clients, they will occasionally have two
> > customers merge, and they would like history to show up under a single
> > customer ID for things like call logs, customer tracker, orders, shipments,
> > etc.
> >
> > I've searched posts in this group, answerbooks on Epicweb, tried figuring
> > out workarounds using Change Cust ID in cust maint and national accounts,
> > all without success. Any help or suggestions would be appreciated.
> >
> > Thanks
> >
> > Jeff
> >
> >
> > Jeff Greenaway
> >
> > www.CIO-onDemand.com
> > vantagegroup@
> >
>
2
Does anyone have suggestions for merging customers in E9 (606a
specifically)? For one of my clients, they will occasionally have two
customers merge, and they would like history to show up under a single
customer ID for things like call logs, customer tracker, orders, shipments,
etc.

I've searched posts in this group, answerbooks on Epicweb, tried figuring
out workarounds using Change Cust ID in cust maint and national accounts,
all without success. Any help or suggestions would be appreciated.

Thanks

Jeff


Jeff Greenaway

www.CIO-onDemand.com
vantagegroup@...
3
I also would like to know if this is possible. With companies being purchased and or consolidating, this would seem to be a common need.

Tim

--- In vantage@yahoogroups.com, "Jeff Greenaway" <vantagegroup@...> wrote:
>
> Does anyone have suggestions for merging customers in E9 (606a
> specifically)? For one of my clients, they will occasionally have two
> customers merge, and they would like history to show up under a single
> customer ID for things like call logs, customer tracker, orders, shipments,
> etc.
>
> I've searched posts in this group, answerbooks on Epicweb, tried figuring
> out workarounds using Change Cust ID in cust maint and national accounts,
> all without success. Any help or suggestions would be appreciated.
>
> Thanks
>
> Jeff
>
>
> Jeff Greenaway
>
> www.CIO-onDemand.com
> vantagegroup@...
>