Customer Merge Window Areas

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Revision as of 15:39, 24 April 2008

Search Parameters Area

You can search for the Master Account and customer accounts to merge by several criteria in the Search Parameters area.

You can search by:

• Customer Name
• Account ID
• Phone Number
• City and State/Province
• Email Address
• Credit Card Number
• Recipient Name
• Contact Name
• Contact Phone Number
• Customers with Standing Orders

If you search by more than one search parameter, a customer must match all parameters to be included in the results list.

Master Account Area

Once you have selected a Master Account into which you want to merge other customer accounts, it will be displayed in the Master Account area at the center of the Customer Merge window. The display includes the account number, the customer name, the customer street address, the customer’s city and state/province, and their ZIP/postal code.

Results List

The results list displays customers who match the search critera. Each row contains an account that matches, and includes the following information:

• Account number
• Customer Name
• Customer Notes
• Address
• City
• State/Province
• ZIP/Postal Code
• Phone Number
• Current Balance

NOTE: If you double-click on an account the Customer Detail Information window opens and displays information about the account.

Wire service and cash accounts will not appear in the results list, as they are special accounts and you cannot merge them into a Master Account. Inactive accounts, however, will appear in the results list (and will be color-coded yellow just as they are in Customer Search).

Colors in Search Results

In the results list, inactive accounts are displayed in yellow. Past due accounts (that is, accounts where the number of days late exceeds the grace period for the customer) are displayed in red.

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