Matrix Support

Why Do I Have Duplicate Accounts?

Duplicate Accounts can happen for a few reasons:

  • There may have been a change in the way the Account was entered in Traffic or Billing that when imported into Matrix, created the second account. For example if you had "McDonald's" in traffic and a new order had "McDonalds" there is a chance it may show as a duplicate in your Account List.         
  • There is a difference between the name of the Prospect Account and the name of the Billing Account that came from Traffic or Billing. For example when working with a Prospect you may have entered "McDonald's" but the Traffic or Billing system sent "McDonalds". This would cause two Accounts to be listed.
To fix the issue, first check with your Manager. If they have access to Local Account Maintenance, they can merge the two accounts. If they do not have access, you can contact Matrix Support by hovering over the Support tab located on the Matrix menu bar, and selecting the Live Chat option. The team at Matrix can merge these accounts for you.

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