Worksheet

Duplicate customer review sheet

A sheet with columns for master ID, candidate names, registration number, city, branch codes, open balance, last invoice date, match score and decision. A footer block lists the merge approver and the date, with a line for the old account codes that now map to the master.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Why one customer shows up under several names in your reports”, www.gullysystem.com/blog/why-one-customer-shows-up-under-several-names-in-your-reports