After you add your customers to CertCapture, use the Same-As Editor to review them to find different customer numbers that may refer to the same customer. If you do find two customer numbers that should share exposure zones and exemption certificates, create a Same-As relationship to share taxability information across duplicate customer records. Changes or additions to certificates and exposure zones are applied across all linked customer records.
- In CertCapture, go to Customers > Same-As Editor.
- Review the current customer information listed under Customer Details.
Customers with similar information are listed under Same-As candidates.
- Select the checkbox for any customers that are the same as the currently-selected customer, then select Save & Mark Checked.
If the currently-selected customer is not the same as any of your other customers, select Skip instead.
CertCapture then selects the next customer for you to review.