Two records for one company are reviewed and merged
Who is involved
| Role | What they do |
|---|---|
| Records manager | Runs the scan and reviews the pairs. |
| Finance controller | Gives a second opinion on a pair that touches invoices. |
| Account executive | Finds the single record afterwards. |
Step by step
- Records manager
Opens Duplicates and presses Scan now.
What they see:A line saying how many new candidates were found and how many are pending.
- Records manager
Reads a pair: both records, the reason and the score.
What they see:Both parties side by side, such as identical tax registration number.
- Finance controller
Is asked whether the pair is really one company, because invoices use both.
What they see:The same pair when they open Duplicates.
- Records manager
Chooses Keep A, types the reason and confirms Merge.
What they see:The pair leaves the queue as merged.
- Account executive
Searches the company in CRM or the customer picker.
What they see:One customer, with the people and addresses of both.
- Finance controller
Opens an old invoice of the duplicate.
What they see:It now shows the surviving customer.
Who is told what
No bell or email is sent; a merge is administrative work, so the result shows in every module's lists and pickers instead.
Related
- Contacts & Partners
- Accounting & E-Invoicing
- CRM & Sales Pipeline
- Sales Orders & Fulfilment
- A customer entered by sales is invoiced by accounting
- A retired supplier disappears from everyone's pickers
- An invoice is blocked until the customer's details are completed
- Clients, subcontractors and banks are parties
- Copilot finds and cleans parties
- Team workflows