Customer Service:CNS - Duplicate Management

Entering CNS Main Info Contact

• An effective CNS Management system will ensure that there are no duplicates and if there are duplicates identified, all links must be checked prior to the deletion.
• Every 3 months, the CNS Management Coordinator will check for duplicate records.

Steps to Delete Records

1. Select 3 CNS -- Contacts
2. Select 3 Show list of names
3. Enter Store name to ensure you do not enter a duplicate entry
4. Press F6 to add a new record
5. Enter MAIN INFO under First Name
6. Enter Store Name under Surname
7. Enter Y for Publish to Lotus Notes
8. Enter MANUAL under Source Code for Name
9. Enter Y under Allowed on Web
10. Press Enter

Entering Cust/Links

1. Press F11 to link to Customer Account
2. Press F6 to add new record
3. Enter account number under link to Customer/Vendor
4. Enter Effective Dates (ending date should be Dec 31 50)
5. Press Enter

Entering Roles

1. Press F8 to enter Contact role (note Main Info often does not have a role but could have the REMAD role which is the remittance advice email for EFT payments)
2. Press F6 to add record
3. Enter Account number under Customer/Vendor
4. Enter REMADEM under Role Code
5. Enter Effective Dates (ending date should be Dec 31 50)
6. Press Enter
7. Press F12 to move back until you reach the CNS - Enter/Update Contact Names screen

Entering Addresses

1. Press F8 (Phone/Email)
2. Press F6 to add a record
3. Enter Effective Dates (ending date should be Dec 31 50)
4. Enter each Type (WORKPH, WORKFX, WORKEM, ORDCON & RMADEM)
5. Enter Phone/Email or Fax dialing string
6. Enter AC under Status
7. Press Enter
8. Press F12

Entering CNS Individual Contact

You do not have to enter the main telephone or fax numbers if they have been entered in MAIN INFO.

1. Select 3 CNS -- Contacts
2. Select 3 Show list of names
3. Enter Individual name to ensure you do not enter a duplicate entry
4. Press F6 to add a new record
5. Enter Salutation
6. Enter First Name
7. Enter Surname
8. Enter Y for Publish to Lotus Notes
9. Enter MANUAL under Source Code for Name
10. Enter Y under Allowed on Web
11. Press Enter

Entering Cust/Links

1. Press F11 to link to Customer Account
2. Press F6 to add new record
3. Enter account number under link to Customer/Vendor
4. Enter Effective Dates (ending date should be Dec 31 50)
5. Press Enter

Entering Roles

1. Press F8 to enter Contact role (note Main Info often does not have a role but could have the REMAD role which is the remittance advice email for EFT payments)
2. Press F6 to add record
3. Enter Account number under Customer/Vendor
4. Enter Role Code (STORE OWN, PHARMACIST, MANAGER, RMADEM (if contact is the remittance advice contact)
5. Enter Effective Dates (ending date should be Dec 31 50)
6. Press Enter
7. Press F12 to move back until you reach the CNS - Enter/Update Contact Names screen

Entering Addresses

1. Press F8 (Phone/Email)
2. Press F6 to add a record
3. Enter Effective Dates (ending date should be Dec 31 50)
4. Enter each Type (CELLPH & RMADEM)
5. Enter Phone/Email or Fax dialing string
6. Enter AC under Status
7. Press Enter
8. Press F12

Entering Documents List

You must enter the main email and fax addresses to documents list which will be the default for any invoice/credit notes sent to the customer

1. Select 3 CNS -- Contacts
2. Select 5 Show documents list
3. Press Enter
4. Enter DS next to INVOICE
5. Press Enter
6. Enter Customer number under Cust/Vendor
7. Press Enter
8. Press F6 to add a new record
9. Enter ? under Related to Customer/Vendor
10. Press Enter
11. Enter Customer number under Code
12. Press Enter
13. Enter 1 next to Cust number and press enter
14. Enter ? under Contact to Customer Vendor Link
15. Press Enter
16. Enter Customer number under Cust Link
17. Press Enter
18. Enter 1' next to Main INFO contact and press enter
19. Enter Email under Mode and WORKEM under Dist Type
20. Press Enter
21. Press F12
22. Press F6 to add a new record
23. Enter ? under Related to Customer/Vendor
24. Press Enter
25. Enter Customer number under Code
26. Press Enter
27. Enter 1 next to Cust number and press enter
28. Enter ? under Contact to Customer Vendor Link
29. Press Enter
30. Enter Customer number under Cust Link
31. Press Enter
32. Enter 1' next to Main INFO contact and press enter
33. Enter Fax under Mode and WORKFX under Dist Type
34. Press Enter
35. Press F12