As the system uses a customer code for its searches, you can not amend a customer surname (as the characters need match the customer code). If you need to change a customer name, you will need to create a new customer, then use the Customer Merge option. Same if there a customer on the system more than once, use the Customer Merge to combine the customer records into one.
From the Customers tab, select Merge.
Search for the 'master' customer, in the case of the customer that has changed their name, this will be the new customer, or if there is more than one of that customer, this will be the customer that you want to keep.
Tick the box to the left of the customer code, this will put the 'master' customer into the top 'Master Details' section.
Now search for all the customers that you want to merge into the Master Customer - this will delete these customers after moving all their history over to the Master Customer. Select the ones you want to merge by selecting the box to the left of the customer code.
At the top it'll show the amount of customers it will merge into the Master. Enter in the Reason for the customer merge as well as your initials.
DOUBLE CHECK YOUR RESULTS BECAUSE THIS WILL DELETE THE CUSTOMER THAT ARE BEING MERGED AND CAN NOT BE UNDONE.
Select Merge. This will DELETE the merging Customers and put all the history against the Master Customer. If you are not sure on any of the above, its always best to ask first.
Any Questions on this, or if you have any other suggestions for a 'Carl
Tip' that other people would find useful, drop me a line on support.
This comment has been removed by the author.
ReplyDeleteThe thing that I like about your posts is that you explain the words with pictures which makes it a lot easier to understand. I have always recommended two online websites to my friends and colleagues; one is the https://bestassignmentwriter.co.uk/ from where I buy assignment assistance and the second is your reference point blogs.
ReplyDeleteRightJackets is the best place for you to get the most original custom made products and more.We have the biggest range of a variety of products.
ReplyDeleteRaey Black Tumbled Biker Leather Jacket
Nanushka Blend Ado Black Biker Leather Jacket
RockStar Jackets is incredibly pleased to announce ourselves as the most dependable manufacturers and exporters of a variety of products comprising of Leather Garments.
ReplyDeleteNicolas Cage Vista Theatre Color Out Of Space Premiere Steel Nail Studded Leather Jacket
Steve & Barry's Ohio State Buckeyes Letterman Leather Jacket
We are providing chat for creators, so all creators are able to chat with each others.
ReplyDeleteNFT art finance
Panther Jackets Is A Leather Jackets WareHouse Providing Jackets In USA, Canada and UK.With Free Shipping
ReplyDeleteBella Ciao Black Cotton Jacket
Kith Navy Burgundy Bomber Varsity Wool Jacket
Weight lose for men is more important becuase male are very quick to become fat, there are some tips for weight lose for men, we provide some extra research to our client for weight lose.
ReplyDeleteprotein and fiber for weight loss
meal plan for weight loss
Thank you so much for making such a wonderful website. I've been a fan of yours for three years and have read almost all of your works; in fact, you've aided me academically in the same manner like College Essay Help UK - Buyessay.org.uk that online tutoring does.
ReplyDeletewe offer our customers the most affordable prices in town. Panther Jackets is the place you wanna be. We deal with jackets of all types. We intend to provide our customers with the most premium quality jackets.
ReplyDeleteSinger Rihanna
Hunter Boots
Rihanna Pink Silk Long Puffer Coat
Charlie Hunnam The Gentlemen
Customers are always a power to a business. I am working with a dissertation writing service UK where we have built an effective clients support system to maintain positive clientage..!!
ReplyDeleteThose students always face issues in academic writing work now they must come us and Buy Nursing Essay with us. We are always ready for the student's help. Our name is the brand of quality writing services providers and we also top leader in UK writing industry.
ReplyDelete