How to modify customer merge procedure in C4C

[Former Member]

Hi pros,

How can I modify customer merge procedure in C4C?

Standart procedure does not give an opportunity to choose the value for every customer field. Example: I can choose which customer name should stay after the merge. But if I add any extension fields to customer record, they are not included in choosing for customer merge.

Best regards,

Nadezhda Rukavishnikova

[guilherme_steyer2 · Accepted solution]

Hi Nadezda,

You are right, not all fields are available to be selected when merging an account.

I believe the extension fields are part of "Master" element. So, the extension field data would come from the account you select as "Master". Please test this.

Regards,

Guilherme Steyer

[umamahesh_t · Accepted solution]

But what if we want extension field data from the duplicate record to go to "master" record?

[umamahesh_t]

Hello Nadezda,

Did you ever find solution to this?

thanks

Mahesh