Duplication Actions
1. WHP Consumers / WHP Customers
If a duplication is identified when inserting companies from the website into GV that are set as one of these account types an email will be sent to WHP Admin to alert them.
WHP can then review the web account is the same company.
If the customer/consumer has not yet had an Exchequer account created WHP should insert the web account code (ZZ code) into the account Reference. This will alert our system that the 2 records can be matched.
If the customer/consumer already have an Exchequer account (which would mean they already have a web account), the customer/consumer should be contacted to find out the following:
If a duplication is identified that are account type Prospect – Web, there are two potential scenarios:
For scenario ii. an email will be sent to WHP Admin to Alert them.
Two web Prospects can be linked to one company in GV however but only one should be used to update details in GV.
Therefore the WHP admin should decide which is the primary web prospect.
If the existing web prospect is primary then no action should be taken,
If the new web prospect should be primary, then update the Account Reference to the new ZZ code supplied in the email. Our system will then update the link between the accounts and this will be used to update GV.
When the Prospect is converted into a customer/consumer the primary contact will become the buyer admin and the second will be changed to be a buyer of this Customer/Consumer.
3. Other Types
This includes:
Direct Enquiry Email / Phone
Hy-Power Customer
Mailing List Prospect
NF Prospect
Prospect - Direct contact
Prospect - Other
SDI Prospects
Supplier
Web Reg
If a duplication is identified when inserting companies from the website into GV that are set as one of the account types above we will link to the web record and update with new details.
1. WHP Consumers / WHP Customers
If a duplication is identified when inserting companies from the website into GV that are set as one of these account types an email will be sent to WHP Admin to alert them.
WHP can then review the web account is the same company.
If the customer/consumer has not yet had an Exchequer account created WHP should insert the web account code (ZZ code) into the account Reference. This will alert our system that the 2 records can be matched.
If the customer/consumer already have an Exchequer account (which would mean they already have a web account), the customer/consumer should be contacted to find out the following:
- The new registered web user’s details are for the new buyer admin. If so Exchequer should be updated with the new details to reflect this on the site
- The new registered web user should be an additional buyer on the existing account. The ZZ account should then be deleted form the site via the CMS Desk and the web admin for the company should be instructed to set up from their web account.
If a duplication is identified that are account type Prospect – Web, there are two potential scenarios:
- The GV Prospect is not matched to a web prospect. The integration will therefore linked and GV will be updated.
- The GV Prospect is linked to an existing Web Prospect (Account Reference in GV will be set to an ZZ code or XX code).
For scenario ii. an email will be sent to WHP Admin to Alert them.
Two web Prospects can be linked to one company in GV however but only one should be used to update details in GV.
Therefore the WHP admin should decide which is the primary web prospect.
If the existing web prospect is primary then no action should be taken,
If the new web prospect should be primary, then update the Account Reference to the new ZZ code supplied in the email. Our system will then update the link between the accounts and this will be used to update GV.
When the Prospect is converted into a customer/consumer the primary contact will become the buyer admin and the second will be changed to be a buyer of this Customer/Consumer.
3. Other Types
This includes:
Direct Enquiry Email / Phone
Hy-Power Customer
Mailing List Prospect
NF Prospect
Prospect - Direct contact
Prospect - Other
SDI Prospects
Supplier
Web Reg
If a duplication is identified when inserting companies from the website into GV that are set as one of the account types above we will link to the web record and update with new details.