Key Convert Customers Form

Use the Key Convert Customers form to merge existing duplicate customer records.

Location

To display the form, complete the following step:

From the GovWin Capture Management Navigation menu, click Utilities > Key Conversions > Customers.

Contents

Field	Description
Combine Existing Customers	This option is automatically selected.
Customer	Select the customer record(s) you want to merge by performing one of the following actions: Click Insert to insert a new row in which you can use the Customer lookup to select one customer record. Click Lookup/Insert to display the Customer lookup, where you can select one, more than one, or all customer records.
Name	Displays the name of the customer. Click this field to go to the Customer Info Center, where you can modify customer data.
New Customer	Select the existing customer record to which you want to merge records.