merging customers

jennifer byrne
jennifer byrne Member Posts: 35 Novice Member Novice Member
edited June 2020 in Accounts Hosted
We have many customers who have different job numbers and I want to merge the different job numbers under one customer name

Comments

  • PhuongDo
    PhuongDo Reckon Developer Partner Posts: 319 Reckon Legend Reckon Legend
    edited June 2020
    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,

    Phuong


    Phuong Do / Reckon Developer Partner

    phuong@cactussoftware.com.au


  • Kris_Williams
    Kris_Williams Member Posts: 3,646 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited June 2020
    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 use