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How to use customer merge function in CLOUD FOR CUSTOMER system?

Mar 01, 2017 at 08:46 AM


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First, I have select two or three customers in CUSTOMERS work center, then click [ initiate Merge] action, then a new page shows up I enter the new customer merge name click [save and open].

Next, I go to DATA CLEANSING work center find the new customer merge which I have made and select it, then click initiate, but there are two error shows "Merge cannot be initiated as no Master record is selected" "Save failed".

What's the problem with my action steps and how can I make customer merge?

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1 Answer

Prajit Patel Mar 01, 2017 at 12:19 PM

Hi Crystal,

While merging, make sure you have selected the master business partner . In the element selection tab, there will an element named as Master. Here you need to select which one of the selected business partners for merging will be the master record.



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