Hello all,
Had anyone updated their merge procedure to include adding a delete ID's name as an alias on the keep ID? This would be super helpful in cases of nicknames and alternate last names, and it would be great if anyone has found a way to do this without needing to update the keep ID prior to scheduling the merge.
Your assistance is much appreciated!
Emily G.
;-)
https://bitbucket.org/snippets/TN_WebShare/bA94XB
Just uploaded this -- should be viewable without a Bitbucket login, and you can paste it right into your LP_CONST_MERGE. This code requires that you have a TR_ALIAS_TYPE defined with a description that exactly matches "Merged Name".
The way this code works is it waits until after any explicit aliases are merged into the keep_cust, and then checks to see if the delete_cust's name matches any of the searchable names of the keep_cust. If it doesn't, then it adds the delete_cust's name as an alias on keep_cust. That ensures that we don't add an extra alias to the keep_cust when it wouldn't be necessary, like if the name already existed, or was contained in a substring of an existing name.
See you in Chicago, Emily!
Thanks a bunch, Nick!!!!!! This is so helpful! See you in Chicago!