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Third Party Product - RM Customer "Slicer/Splitter"??

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Posted on by Tim Foster 8,515

I know that both Corporate Renaissance Group (CRG) and Professional Service Tools Library (PSTL) can modify and combine Customers very successfully.  They even properly handle records from other ISVs (if the ISV follows some rules). 

However,  I find myself in a "nightmarish" mess of National Accounts, Customers that should be Ship To addresses and Ship To addresses that should be Customers.  All of the users are now focused on IT to fix all of their past "sins."  Has anyone heard of / seen / used a tool or ISV product capable of slicing or splitting Customers into new Customers while maintaining History?

Thanks

Tim

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  • MattPaulen Profile Picture
    MattPaulen 6,910 on at
    RE: Third Party Product - RM Customer "Slicer/Splitter"??

    Hi Tim,

    Don't have an answer for you but just wanted to chime in that I have never come across a 3rd party that has something like this.  Just thinking about it, it seems like it would be quite an undertaking because it would be difficult to know how to split the transactions between the two, especially in regards to apply records.  If you do come across something, definitely post back here because I'd be interested on reading up about it.

  • Tim Foster Profile Picture
    Tim Foster 8,515 on at
    RE: Third Party Product - RM Customer "Slicer/Splitter"??

    Bump!

  • Tristan Clores Profile Picture
    Tristan Clores 2,812 on at
    RE: Third Party Product - RM Customer "Slicer/Splitter"??

    Hi Tim,

    My apologies, I was under the impression you were referring to Customer Combiner.  National Accounts is a different matter entirely.  

    With NA, Customer Cards are still separate but the Parent Account can apply payments to its Child Accounts.  All Customer cards - of parent and child - has its own Historical records so removal of their link is definitely possible.

  • Tim Foster Profile Picture
    Tim Foster 8,515 on at
    RE: Third Party Product - RM Customer "Slicer/Splitter"??

    The method to remove child customers from parent customer (National Accounts) is well documented by Mariano Gomez.

    dynamicsgpblogster.blogspot.ca/.../removing-child-records-from-national.html

    I'm polling the community specifically for an ISV solution or SQL scripts to split a Customer with history intact into two customers.  I haven't been able to attend Convergence or other similar event for some time now, so I wanted to see if there was anything new.

    Thanks for your response.

    Tim Foster

  • Tristan Clores Profile Picture
    Tristan Clores 2,812 on at
    RE: Third Party Product - RM Customer "Slicer/Splitter"??

    Hi Tim,

    I haven't seen or heard of a tool that can undo a Customer Combine since there is no record in the system afterwards which is which from Customer A and B (if you know what I mean).

    However, you mentioned National Accounts, maybe expound the "past sins" issue you are having - maybe we can help on what else you can do. :)

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