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Account / Customer Utilities

The Account / Customer Utilities function allows the user to change an existing account number, move a customer to an existing account, or move a customer to a new account.

For instance, if a customer was added to the wrong account number when first entered, this function will now enable the user to move the customer to the correct account. In addition, if a customer was added under the default Cash Walk-in account, this function will now allow the customer to become his own separate account.

When moving a customer to an existing account or new account, the system will retain existing vehicles, maintenance history, recommended services, etc. If the account associated with the customer being moved is a house charge account with unpaid house charge transactions, a warning message will be displayed and the customer will not be able to be moved.

Access the Account / Customer Utilities function by clicking on:

FILE | ACCOUNT MAINTENANCE | ACCOUNT / CUSTOMER UTILITIES

Change Account Number is used when adjusting an account number.  The new account number must NOT yet exist in the account record.

• Select “Change Account Number”.
• In “Current Account Number”, select the appropriate account from the drop-down menu.
• Enter the New Account Number and click RUN.

Move Customer To Existing Account is used when a customer record is created and should be moved to another account. 

Please note: if a customer has existed under account #1 and the user wants to setup an account, use Selection #3: Create New Account From Customer.  In addition, this process cannot be completed if tickets for the moving customer have not been finalized.

• Select “Current Account Number” (the account that currently hosts the customer record)
• Select “Customer”.   
• Select “New Account Number”.  All of the tickets associated with the customer record will be moved and will not reside under the new account. 
• Click RUN.

Create New Account from Customer is used to create a brand new account (instead of going into Accounts and using the Add function) from an existing customer record. 

Please Note: this procedure cannot be accomplished if tickets for the customer are not finalized.

• Select the customer record’s current associated account number through “Current Account Number”.
• Select the “Customer”
• Enter the new Account Number (this account number must not already exist in the Accounts table).
• Click RUN.

See also