3. TRACS Enterprise Training → Adding & Finding

Handling Duplicates


Description

In these tutorials, dive into managing duplicate customer and vehicle accounts efficiently. Learn how to identify and merge duplicate customer and vehicle entries in your system while minimizing errors. These videos provide step-by-step walkthroughs on:

  • Searching for and identifying duplicate accounts.
  • Merging customer and vehicle records with caution and precision.
  • Tips to prevent duplicates from being created in the future.

Learn how to identify duplicates, sort records efficiently, and use the merge function correctly to maintain clean and accurate data. Avoid common pitfalls, like unnecessary account creation, and discover helpful tricks to streamline your process, such as using predictive text and leveraging existing customer data.


Stay organized and avoid common pitfalls with these expert tips!

Difficulty: Intermediate

Content
  • Duplicate Customer Handling
  • Duplicate Vehicle Handling
Completion rules
  • All units must be completed
Prerequisites