When you need to merge duplicate accounts that are not flagged as duplicated by Redpoint, use Transfer Records to resolve duplicates. Duplicates, not flagged as duplicates, are likely due from your data migration into Redpoint HQ.
What is Transferred?
Everything stored in a customer’s sidebar (notes, tickets, contracts, invoices, payments, tickets, check in, etc) will be transferred to the selected customer record.
All other customer information contained in the Edit customer window (name, contact info, barcode, etc) WILL NOT be edited. This info will need to be manually edited if needed.
Customer attribute updates made by new contracts are NOT triggered when records are transferred. All Customer Record information will need to be manually updated on the remaining active record.
Documents that trigger customer custom attributes DO NOT update the attributes when transferring records.
For example, even if a waiver is transferred, that waiver will NOT update the customer attribute(s) that update when a NEW waiver arrives in the system.
To ensure the remaining record contains the most up to date info, you’ll need to manually edit the customer record. See below for more info.
Transferring the Records
- Go to the Customer Record that will become INACTIVE
- Click More at the top of their customer record and select Transfer Records
- Search for the account you want to move these records to and click through to complete. If you get an error and are unable to merge, see here.
If you can’t tell the accounts apart in this transfer records window, edit the name of the account to be inactivated and add a period or dash after their middle initial (or as their middle initial if there is none in the system).
Once the records are transferred to the other account, that account is marked Inactive. To access the inactive record edit the Filter in the customer search and check the box for Inactive.
Updating Other Customer Details
After transferring the records, you’ll want to check the inactive record’s Edit window and compare it to the active record to make any updates. ALL TABS of customer info need to be manually updated.
The documents being transferred WILL NOT trigger an update to the customer record!
The barcode, belay status, waiver toggle/date, and any other customer custom attributes might need to be updated on the remaining active record. Click Edit on the customer records to view and edit.
Open each record (the active and inactive) in separate tabs and compare. Copy paste to make text field updates.
- Pull up both records by adjusting the filter on the customer search to include inactive records
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Open each record in separate tabs - you can right click the names in the search list to open link in new tab, or duplicate the tab and navigate to the active on one and the inactive on the other.
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Click Edit at the top of each customer record (the active and inactive) to compare info and make any needed updates to the remaining active account.