Checking customer matches

Last Updated : Jul 09, 2018 |

About this task

Use this procedure to determine whether records in the Customer Data table match a customer record.

Before you begin

Ensure that you have data in the Customer Data table.

Procedure

  1. On the Oceana Customer Management Tool interface, click Import customer data.
  2. On the Customer Settings tab, click the Customer Match tab.
  3. To compare information based on a partial phone match, select the Enable Partial Match check box.
  4. Click Check Customer Association.

    The customer data table highlights all records with matching phone numbers. A check box is displayed in the Customer Status column of each row.

  5. If there is conflicting information, click the check box in the Customer Status column.
  6. In the Customer Matching window, compare the Customer Details with the Existing Customer Details.
  7. Select to add the record as a new customer, or use the existing customer information.
  8. Click OK.
  9. Review all conflicting customer data.
  10. Click OK.