Changing the Customer Association

 

By Jesse Wiegand 11/23/2005

mailto:jesse@printpoint.com

 

Sometimes it’s necessary to change the name of a customer. This can create problems when you need to search for records for that customer. The Estimates, Job Tickets, Quotes, Shipping History and Invoices will still be associated with the old customer name. PrintPoint has incorporated tools into the program that will make it easy to modify the records of the old customer data so they will be associated under the new customer name. Follow the steps in this tutorial and you should have no problems.

 

Note: Make sure no other users are logged into PrintPoint.

 

  1. Select Navigator > Customer.
  2. Double click the customer whose name you want to change.

    PrintPoint displays the Customer Detail Screen.



  3. Modify the record as needed
  4. Click OK.

    You’ve now successfully changed the name of your customer. Now you must change the customer association for the Estimates, Job Tickets, Quotes, Shipping History and Invoices.

  5. Select Navigator > Estimate.
  6. Click the Select button and choose Show All Records from the drop-down menu.
  7. Sort the list by Customer Code by clicking on the column heading Customer Code.
  8. Scroll down the list until you get to the selection of Estimates whose Customer Code needs to be changed.


This is the name of the customer code before you changed it in steps one and two.

  1. Highlight all the estimates with the old customer code name.
  2. Click the Select button and choose Select Highlighted.

    Now only the Estimates whose Customer Code needs to be changed is in the list.

  3. Highlight all the estimates in the list.

    If on a Mac press CMD+A.
    If on a PC press CTRL+A.

  4. If on a Mac press CMD+SHT+C.
    If on a PC press CTRL+SHT+C.

    PrintPoint displays the Change Customer Code Choice List.



  5. Select the new customer code from the list and click OK.
  6. Repeat steps 4 thru 10 on the Job, Quotes, Shipping and Invoices List.