How to Merge
customer or vendor records in replicated data
Merging customer or
vendor records with a
synchronizing database requires attention to detail to avoid synchronization
conflicts. Reps with partial replicas can not carry out this process, only a
user (agency) with a full replica can.
with BrokerForce Enterprise:
Internet synchronize and
be sure that the rep(s) whose accounts that you are merging also Internet
synchronizes. All other computers with full replicas should also be
synchronized. This includes BrokerForce data sets.
Inform the rep(s)
which account will be removed and that no records related to that
customer/vendor (orders, vendor customer numbers, or contacts) should be added or edited in
In BrokerForce, go to
the customer/vendor record that will be kept in your data.
Click the <Merge> button
and follow the prompts to select the customer/vendor that will be kept and the
customer record that will be removed. The obsolete customer, or rep, or
vendor will be deleted at this time.
Inform the others that
they should synchronize ASAP to pick up the deletion before there is any risk of
adding or modifying information for the obsolete customer/vendor.
This page is designed to supplement your
company's software support for BrokerForceŽ Enterprise. If you need additional assistance, please contact
DataForce by e-mail anytime
at support@BrokerForceŽ.com or 303-665-2344 between 7:00
AM and 6:00 PM MST M-F.
Return to FAQs