If you have multiple locations for a customer, you can use this utility to merge all records associated with those locations into a single location. The merge process reassigns all equipment, tasks, contracts, service calls, and subsidiary records from one customer location to another location.
For example, a customer has the following multiple location records:
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- Choose Signature Utilities > File Maintenance Utilities > Service Management > Merge Cust. Locations.
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.
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Note Any task, equipment, contract, or service call records associated with this address ID will be moved to the new location.
- Enter the new location where the merged file will be located.
- Mark the Remove Location check box if you want to remove the original file location as they are merged.
- Choose Merge. If records could not be merged, those records and associated alert messages will print on the Merge Location Error Log.
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| Note |
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| To merge files from a second location to this location, you must complete this procedure again. |