Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Select Signature Utilities > File Maintenance Utilities > Service Management > Merge Cust. Locations.
  2. Enter the customer ID and associated address ID that will be merged to a different location. The originating address ID cannot be the primary address.  

    Note

    Any task, equipment, contract, or service call records associated with this address ID will be moved to the new location.

  3. Enter the new location where the merged file will be located.
  4. Select Merge. If records could not be merged, those records and associated alert messages will print on the Merge Location Error Log.
  5. To merge files from a second location to this location, you must complete this procedure again.

...