How Do I Merge or Rename a Customer ID?

To Merge a Customer ID

This process merges all data history from one customer (the current customer ID) into another (the merge customer ID). All records will be associated with the merged ID, and then the system deletes the original ID.

1. Open the Maintain>Accounts Receivable>Customers form. Click the New button to open a blank Customer form.
2. Click Merge / Rename Customer ID to open this form.
3. Select the Current Customer ID that you want to merge.
4. Select the Merge option, and then select an existing Merge Customer ID.
5. Enter any Comments.
6. Click OK. All records are now associated with the merged customer ID.

To Rename a Customer ID

This process simply renames the customer ID in all records; it does not merge any records.

1. Open the Maintain>Accounts Receivable>Customers form. Click the New button to open a blank Customer form.
2. Click Merge / Rename Customer ID to open this form.
3. Select the Current Customer ID that you want to rename.
4. Select the Rename option, and then enter a New Customer ID.
5. Enter any Comments.
6. Click OK. The original customer ID is changed to the new ID, and all customer records are kept intact.