What happened
What this says
As at Fri 9 Oct 2026A trade store appeared twice in B-Viz search, from the accounts import and the CRM sync. Kate Ormerod replied in 206 minutes; the ticket was solved on 27 Apr 2026.
Problem: Belinda Moss reported two search entries for one trade store, from the accounts import and the CRM sync, which confused the team about which record to use for orders.
Handling: Kate Ormerod replied in 206 minutes and asked for both names and the one the team uses, to find the cause. Belinda said the names differed only by capitals and asked for the two records to be merged into the orders version. The ticket was solved on 27 Apr 2026 and closed on 1 May 2026; the record does not show the merge or the cause.
Details
Updated 9 Oct 26Trail
- created · Belinda Moss 7 Apr 2026 09:39Hello, We see two entries for the same trade store in B-Viz, one from the accounts import and one from the CRM sync. Search returns both, which is confusing for the team when they need to know which record to use for orders. Could you tidy this up? Thanks, Belinda
- Public reply · Kate Ormerod 7 Apr 2026 13:05Hi Belinda, Thanks for the clear report. Could you send me the two names exactly as they show in search, and tell me which one your team uses for orders? I'd like to find out whether both came in through the same route, so I can see what caused the duplicate. Kind regards, Kate
- Public reply · Belinda Moss 8 Apr 2026 12:10Hi Kate, The names are the same apart from capitals. The one we use for orders is the record with our usual name in capitals, and the other came from the CRM. If you can merge them into the orders version, that would be perfect. Belinda
- Status change · 1 May 2026 23:59