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Microsoft Dynamics RMS (Archived)

Does anyone know of an add-on for RMS that allows you to merge local customer records?

Posted on 9 Dec 2010 18:34:23 by 990

Does anyone know of an add-on for RMS that allows you to merge local customer records?  Over the years, our stores have built up a large number of duplicate records and I would really like to clean up the data.

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  • Suggested answer
    Craig Wood Profile Picture
    Craig Wood 785 on 10 Dec 2010 at 21:46:43
    Re: Does anyone know of an add-on for RMS that allows you to merge local customer records?

    Rick,

    That isn't correct. VIP Zone works perfect for local customers at a single store. I purchased it several years ago and have never had it easier when needing to merge customer accounts. A couple of clicks and that's it. There's a lot of other nice features too, but the customer merge was the feature I wanted. Again, it works just fine for local customers at a single store.

    Craig

  • ScottM Profile Picture
    ScottM 540 on 10 Dec 2010 at 12:14:10
    Re: Does anyone know of an add-on for RMS that allows you to merge local customer records?

    Rick,

    Yes, I believe you could find those fields in the customer table and then duplicate the update statement to include that.

    We don't use layaways here so I'm not sure if any other tables need to be looked at besides Customer.  

    It might be safer to go with an add-on that will ensure accurate merging like Jeff suggests; although like you said I have found mostly addons for HQ and not for a local store.  

    I always run these on a test database first, you could backup your current database, and see if it works how you want it to.

  • Rick McKeon Profile Picture
    Rick McKeon 990 on 10 Dec 2010 at 11:55:08
    Re: Does anyone know of an add-on for RMS that allows you to merge local customer records?

    Thanks, guys.  Scott, what about layaways, etc.?  Won't I lose my links to them?  Are there other tables I need to be concerned with?

    Jeff, I looked at that VIP Zone and got all excited till I heard it only works on Global customers.  Mine are all Local.  I need something that will work on Local customers.

  • Jeff @ Check Point Software Profile Picture
    Jeff @ Check Point ... 13,380 on 10 Dec 2010 at 08:11:37
    Re: Does anyone know of an add-on for RMS that allows you to merge local customer records?

    Rick,

    Try DRS' VIPZone http://digitalretailer.com/rmsaddins/index.htm

  • ScottM Profile Picture
    ScottM 540 on 09 Dec 2010 at 19:13:49
    Re: Does anyone know of an add-on for RMS that allows you to merge local customer records?

    This might not be practical if you have a large number of records, because it would require you to merge each individual account.

    Also, I'm not sure if this is the cleanest SQL statements; but when we have to merge an account it's what I came up with to use.

    UPDATE [Transaction]

    SET CustomerID=(SELECT Customer.ID FROM Customer WHERE

    Customer.AccountNumber='New Account#')

    WHERE CustomerID in (SELECT Customer.ID FROM Customer WHERE

    Customer.AccountNumber='Old Account#')

    *This first part transfers all transactions from the old account to the new one.

    UPDATE CUSTOMER

    SET Customer.TotalVisits=(SELECT SUM(TotalVisits) FROM customer

    WHERE customer.accountnumber IN ('New Account#','Old Account#'))WHERE AccountNumber='New Account#'

    UPDATE CUSTOMER

    SET Customer.TotalSales=(SELECT SUM(TotalSales) FROM customer

    WHERE customer.accountnumber IN ('New Account#','Old Account#'))WHERE AccountNumber='New Account#'

    UPDATE CUSTOMER

    SET Customer.TotalSavings=(SELECT SUM(TotalSavings) FROM customer

    WHERE customer.accountnumber IN ('New Account#','Old Account#'))WHERE AccountNumber='New Account#'

    *This sums the total visits, total sales and total savings of the duplicate records.

    Be very careful when running these type of statements, it could really mess up all of you customer data.  Back up first.

    And, if anyone has a better way please share!

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