1. Customers: from A to Z Presenter: Mellissa Robinson May 4, 2017
Sending questions to:

2. Items to be covered: Customer Structure and Setup Customer Recurring
Customer Site Copy
Customer Equipment List

3. Master Account Structure

4. Regular Customer Structure

5. The Customer

6. Customer Name Formatting

7. The Customer

8. Bill To

9. The Site

10. The Site: Change Bill To

11. The System

12. The System Recurring

13. Recurring

14. System Equipment

15. System Equipment Edit

16. System Equipment Install and Removal

17. System Equipment History

18. System Notes & Comments

19. System: Service Ticket

20. System: Printed Service Ticket

21. Copy a Customers Site

22. Coping a Customers Site
Important Notes:
Before performing a Site Copy, make certain the original Customer's Site(s) and System(s) that are to be copied are not Inactive. If the original Customer has previously been canceled, you will need to reactivate the account first. Once the Site Copy has been performed, you will go back and inactivate/cancel the Customer manually.
Before using this function, make certain that all Tickets on the canceled customer record have been closed; otherwise any open tickets will be moved to the new customer.
Financial information is not copied to the new customer including invoices/payment history or recurring lines.
When a Site copy is performed and the User selects to copy the canceled customer’s System information, the contract information from the previous customer is copied into the new customer and will need to be edited to pertinent to the new customer.

23. Coping a Customers Site

24. Coping a Customer Site

25. Customer Site Copy Complete