Topic results Data Merging

CCH Central
Merge Contact records
This document details the process of merging duplicate contact records within the Central database. It outlines the reasons for potential duplicates, the rules governing merges (only two contacts at a time, and restrictions on merging client records), and specifics on which fields of information can be merged. Additionally, it describes the merge contacts process, including selecting records, confirming merges, and the final outcome. It emphasizes user permissions related to merging contacts and provides important notes regarding data handling, such as retaining master contact information and the treatment of draft contacts.
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CCH Central
Merge Data Services : Existing Customers
This document outlines data merging services for customers integrating data from various sources into their CCH systems, particularly after acquisitions or office consolidations. It emphasizes the importance of careful planning and the support provided by project managers throughout the integration process. Key services include training for new users, analysis and scoping sessions, and options for transferring various types of data, including work-in-progress (WIP) and debt balances. A guidance document and checklist are available to aid in this complex process, which significantly affects both systems and organizational culture.
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