Identify owners with the same name

Checkout and Recalculate

Identify owners who have the same first, middle, and last name. Finding an owner who shares the same first, middle, and last name may mean there's a duplicate record. 

 

Checking for duplicate owner records

1. Open Connect Business License > Businesses > Checkout. 

2. Click to select Owner Information. 

3. Click to select the Identify owners with the same name checkbox. 

4. Click GO (CTRL+G). 

Owners who have more than one record will be pritned on the error report.  

 

Solution

To fix this issue, complete the following steps. 

  • Review the duplicate records to see if they belong to the same owner. (Organization > Owners)

  • Merge the duplicate owner records into a single record. You will need to choose which owner record to continue using in the application and which owner record to discard. Make note of the businesses that are linked to the owner record that will be deleted so you can add them to the owner record that you're going to keep. (Organization > Owners) 

 

 

202311, 2022Jun30

 

 

 

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