Hi,
I was wondering whether we can merge CRM accounts (Category = Customer) if they are not connected to any objects or do not have any transactions in the system.
One of our customers using IFS Cloud has integrated IFS with an external POS system. They import CRM accounts from POS system and save these as customers (category = customer). The CRM account is labelled as duplicate, but we cannot see the “Merge Account” command on the header to merge the duplicate with the original account.
I understand that merge account work ok for prospects but couldn’t find a document explaining any limitations or why it’s not supposed to work for new CRM accounts when the category is customer.
- Is this the intended behaviour for CRM accounts of type “Customer”, even if duplicate records don’t connect with any objects or do not have transactions previously recorded in the system?
- I would like to see how other customers handle duplicate checks and merge CRM accounts when they import accounts directly from an external POS systems/web integrations etc.
Thank you and look forward to hearing from you.
Kind regards,
Samiru
