Sometimes mistakes are made by dispatchers, Customers added, Work Orders generated, and even billed, only to be discovered that the customer already exists!
In our old software there was a great tool called "Merge Customers" which would do exactly that, merging all the two customer's records into one record, allowing the users to keep a clean data set and reducing future errors.
Viewpoint, this is needed.
Nathan Sutherland
| Company | A-1 Plumbing |
| Job Title / Role | Developer |
| I need it... | Yesterday...Come on already |
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Thanks for the idea Kevin. The issue here is there is no guaranteed unique identifier. The address might be off by a character or two, the phone, cell, email, or contact name might change...etc.
Our dispatchers are getting better about looking for "fuzzy matches", but still miss things once in a while.
Nathan,
I agree that the merge would help clean up messy data from before. As far a keeping clean data moving forward, have you considered a validation on the customer setup that would look for the same name, same address, or same phone # or something like that to warn the user that a customer already exists.
Kevin Halme | Constructive Tech Solutions | www.consttech.solutions