Summary
Springbrook modules share a common Customer table. By using the same customer number and giving the customer various accounts, Cash Receipts can operate most efficiently. If you find that you have a customer with two different customer numbers, you may be inclined to combine these customers so that they use only one customer number but multiple account numbers.
The Merge Customers process includes two steps:
- Run the Merge Customer Report
- Run the Merge Customer Update tool
Run a Merge Customer Report (SS> Utilities> Merge Customer Report) before this step to review the changes before updating the database. All customers included in the Merge Customer Report will have their accounts merged.
Step by Step
- Open the Merge Customers window (SS> Utilities> Merge Customers).
- Click the Confirm icon. Customers that share identical name and address information will be combined under one customer number.