merging customers
jennifer byrne
Member Posts: 35 Novice Member
We have many customers who have different job numbers and I want to merge the different job numbers under one customer name
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Comments
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Hi Jennifer.
Roughly how many customers that you want to merge the jobs? If it is a lot, I can help you to create a tool to find all the jobs and merge them with their parents and then get rid of the jobs.
Let me know if you want to learn more, my email is phuong@cactussoftware.com.au
Thanks,
PhuongPhuong Do / Reckon Developer Partner
phuong@cactussoftware.com.au
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If not too many you just have to edit the name of the existing customers - yes one at a time - and change the names and job no’s to the one you want to use0
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