how to merge two customer record in netsuite
# ask-stanley-ai
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how to merge two customer record in netsuite
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AI generated answer (using internal Slack threads):
In NetSuite, you can merge duplicate customer records using the standard 'Merge' function. This function is available for record types such as customer, partner, vendor, and contact. Here are the steps to merge duplicate customer records: 1. Navigate to the 'Lists' menu, then 'Mass Update', then 'Mass Merge Records', and finally 'Customers'. 2. In the 'Mass Merge Customers' page, specify the criteria for the duplicate records you want to merge. You can specify criteria such as 'Name', 'Email', 'Phone', etc. 3. Click 'Preview' to view the duplicate records that match your criteria. 4. Review the records and select the ones you want to merge. 5. Click 'Perform Merge' to merge the selected records. Please note that the merge operation is irreversible, so make sure to review the records carefully before performing the merge. For custom records, you would need to write a script, likely a map/reduce, to detect and resolve duplicates. For more detailed instructions, you can refer to the following NetSuite help articles: - [Merging or Deleting Duplicate Records](https://system.netsuite.com/app/help/helpcenter.nl?fid=section_n491111.html) - [How to Merge Duplicate Records](https://suiteanswers.custhelp.com/app/answers/detail/a_id/7702) ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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