Summary

Cirrus 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:

1. Run the Merge Customer Report
2. Run the Merge Customer Update tool

The Merge Customer Report displays the changes that will be made when the Merge Customer tool is run. The Summary report will display the original customer number and the newly assigned customer number. The Detail report will display all the affected accounts across all systems other than Utility Billing. Customers with UB accounts cannot be merged or moved.

In order for a customer to pulled into the Merge Customer Report and, ultimately, to have their accounts merged into one customer account on the Merge Customer Update step, the customer data on the individual accounts must match exactly. That data includes:

• First Name
• Last Name
• Mailing Address
  • Address 1
  • Address 2
• City
• State
• ZIP code

If any of these fields do not match across accounts, those accounts cannot be merged under a single customer number.

Step by Step 

1     Open the Merge Customer Report screen (SS> Utilities> Merge Customer Report).

2     Configure the report. 

• Select a Report Type from the drop-down menu.
• The Summary report will display the Original Customer Number, the New Customer Number, and the Customer Name.
• The Detail report will display everything included in the Summary report as well as the Account Type and Account ID.

3     Print the report.

• Once the required report settings have been specified, click the Print button to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select PDF to print the report in the default Springbrook PDF format.
  • Select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once a print option is selected, that option will automatically be selected the next time you access the report. For example, if you select Excel from the drop-down menu, the next time you access the report the Excel button   will be displayed by default.
• Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
  • Enter a Date and Time to generate the report and click SUBMIT.
• Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
  • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button   on the right side of the window.
  • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. This section will display the last three times the report was generated.