Combine Customers

  • Combine Customers

    Posted by Larry Carrethers on October 27, 2020 at 12:17 pm
    • Larry Carrethers

      Member

      October 27, 2020 at 12:17 PM

      Is there a way to combine customers.Ā  I know there is a way to combine vendors with the PSTL tool, but I don’t see one for customers.Ā  We have two customers and we would like to combine them to the one it should be.??

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      Larry Carrethers
      Sr System Admin/DBA
      Dolese Bros. Co.
      Oklahoma City OK
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    • Jo deRuiter

      Member

      October 27, 2020 at 12:25 PM

      Hi

      Several versions back they moved this utility out of the PSTL and put it in the Utilities in the Sales Module.

      You should see a ‘Customer Combiner and Modifier’ in the Utilities section of the Sales Module??

      ——————————
      Jo deRuiter
      ?? GPUG AllStar 2019
      ??Granite Award Winner 2018,2019
      Atlanta Chapter Leader
      Credential Council Co-Chair
      Aisling Dynamics Consulting, LLC
      ERP Practice Manager
      jo.deruiter@aislingdynamics.com
      9518674366
      Alpharetta, GA
      aislingdynamics.com
      ——————————
      ——————————————-

    Larry Carrethers replied 4 years, 10 months ago 1 Member · 0 Replies
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