Multi-Channel User Accounts (Duplicate Customer Record Check)
Ecommerce integrators can ensure that customer profiles and order history are associated with a single contact record. Settings to require an email address on the Customer screen and a requirement for the email address to be unique can be enabled.
Process to Enable this Feature
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Go to the Receivables workspace.
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Under the Preferences men, click Customer Classes.
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Select a Customer Class to configure email settings.
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Select the Require Email Address checkbox.
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Confirms that all orders will require an email address to be entered.
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Select the Email Address Is Unique checkbox.
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Select the Ignore Existing Records with Blank Values checkbox if you want to ignore blank email entries in a customer’s profile.
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This feature is used in conjunction with the Require Email Address function, to assist in the database cleanup process.
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To check for duplicate emails and view all customer email addresses – create a Generic Inquiry report via the Customization drop-down menu.
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Selecting the Ignore Existing Records with Blank Values checkbox triggers the system to perform a back-end search of existing customer email address fields that are blank.
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Though the system will require future customer email addresses be unique for each account – this function can ignore the blank entries of existing customer accounts and require an email entry at the time of their next order.
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Enter an email address to ignore in the Ignore Existing Record field, where applicable.
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Select the Uniqueness Across value from the drop-down menu. This allows the user to identify whether the email settings should apply across the entire company, to all store branches, or to only projects.
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The purpose of the Uniqueness Across feature is to prevent the merging of email addresses between different sites.
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If orders are received from eBay and Amazon, with a unique customer email address, the customer’s orders will be merged, instead of separated by site.
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The uniqueness across setting lets businesses ensure there’s a unique email for each customer order for different companies, branches, or project.
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Even if an email address is the same, it is still unique for the company, branch, or project.
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Click Save.
How to Apply this Feature
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Create two customer profiles using an identical email address.
Note – The system will display an error message requiring a unique email address.