This report is a printed list of all customers with the same name and first line of address, and provides the following information:
1st Branch code
1st Customer Magic number
1st Date created
1st Creating user
2nd Branch code
2nd Customer magic number
2nd Date created
2nd Creating user
Customer Name
Address line one
Warning: Care should be taken when setting any customer records for deletion. You will need to detach any vehicles from the customer record and transfer any contact history before setting the customer record for deletion.
To produce a duplicate customers report:
Note: Ensure that a suitable printer is selected and is on-line.
From the Rev.8 Master Menu, select the CRM option and the Company required.
The CRM menu is displayed.
Select the Reports and enquiries option.
The CRM REPORTS AND ENQUIRIES menu is displayed.
Select the Database cleansing option.
The CRM DATABASE CLEANSING menu is displayed.
Select the Duplicate customers option.
The Duplicate Customer Report (MK) form is displayed.
Complete the form and click OK.
A report status is displayed, and the report is printed to the currently selected printer.
Click Close.
You are returned to the CRM DATABASE CLEANSING menu.
This form is displayed when you select the Duplicate customers option from the CRM DATABASE CLEANSING menu.
Enter branch code: If you enter a branch code in this field, the report only searches for duplicate customer records with this branch code. Left blank, it searches the entire file for duplicate customers.
Note: If a branch code is entered the report will only select records where both branch codes are equal, for example Mr Smith may have duplicate customer records but one location is 010 and the other is 020, therefore Mr Smith will not be included on your report.
PUSH BUTTONS:
OK: Prints the report to the currently selected printer
Cancel: Returns you to the CRM DATABASE CLEANSING menu
Help: Displays help on the current program using the default browser
Schedule: Displays the Timed Operations scheduler
Add to batch: Displays an Add report to batch form in which a report may be batched for printing in a report group
