Merging Customer Records

A merge feature has been included to allow objects that belong to many customers to be rationalised under one single customer account.

This process will change any installations, jobs, calls, quotes, contracts plus all records to the ownership of the single customer selected during the process.

Optionally the user can choose to delete the records which now have no objects left under their ownership after the merge has taken place.

This process would typically be used when migrating in from a system where customer accounts required some restructuring.

It is necessary to plan customer accounts correctly so they align 1 for 1 with accounting ( billing ) entities in your accounting system in order that job management activities can flow through to your Accounting System. 

Step 1:  Firstly Load the Customer Module - Main Module - Customer Menu

Step 2 : Search for and select all the records to be merged by ticking them

Step 3: Select the Customer Record that will be the master Customer Account ( normally a billing address) then select Process

Step 4: Review the completed records

NB - tick the Delete Empty Records tickbox should you wish the now empty customer records to be removed after merging into the new Master Customer Record.

Step 1 Search and select

 

Step 2 Select the Master Customer Record

Step 3: Upon Completion, a green progress bar will inform you the merge has been successful and the Master Record will now inidcates it has all installations under its structure.

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