Changing the Customer Association
By Jesse Wiegand 04/15/2003
Sometimes itís 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, 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.
Navigator > Customer.
click the customer whose name you want to change.
PrintPoint displays the Customer
the record as needed
- Click OK.
Navigator > Estimate.
the Select button and choose Show All Records from the
the list by Customer Code by
clicking on the column heading
down the list until you get to the customer code name that needs to be
This is the name of the customer
code before you changed it in steps one and two.
all the estimates with the old customer code name.
- If on
a Mac press CMD+SHT+C.
If on a PC press CTRL+SHT+C.
PrintPoint displays the Change
Customer Code Choice List.
the new customer code from the list and click OK.
steps 4 thru 10 on the Job and Invoice List.