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Unable to Merge Duplicate or Transfer Records

Error when attempting to resolve a duplicate - Operation Not Permitted: This action would create duplicate value for one or more fields - when trying to transfer records or merge a duplicate.

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Solution

Occurs because both duplicate records are on the same contract.  

  1. Go to the customer records.

  2. Check their contracts: there is likely a contract that has both customer records on it as either contract holder and/or enrollees.

    TIP: Can’t tell the two accounts apart? Edit the record you want to get rid of and add a period (.) or other character to the middle name field.

  3. Once you find it, do one of the following steps to resolve.

If the duplicate is on the contract in error, change it to the correct person. Once removed from the contract, you can proceed with transferring records.

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To remove the duplicate without replacing them with someone else as an enrollment (for memberships, passes, bookings):

  • Edit Contract to remove the duplicate as enrollee and accept changes.  Terminates them immediately.
  • Void the Enrollment on the contract, then proceed with merge or transfer records.

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AGREEMENT CONTRACTS ONLY

  • Resolve the duplicate as separate customers.  This stops the system from flagging as a duplicate.
  • Make one of them inactive. 
  • You cannot cancel or void enrollments on a waiver.  

 



Additional Troubleshooting

If you can’t find the duplicate in contracts, check the two accounts for a duplicate barcode and delete from the account you will inactivate.