Manager SE Settings, Defaults, Database

Changing Customer Name?

Changing Customer Name?

Postby theshopp » Wed Jul 26, 2017 11:21 am

My question is how to change the name on a open R.O. so that it doesn't change the name and all vehicles associated with the old name. Ex. Car lot has R.O. #2323 and then come to find out it needs to be in the customer name. I did a customer name change one time and that changed all the car lot cars to that name, not doing that again lol. I know that I have to change ownership, but I don't want to close the open R.O. as there are parts on it.
theshopp
Member
 
Posts: 13
Joined: Fri Apr 21, 2017 4:11 am

Re: CUSTOMER NAME

Postby Rich » Wed Jul 26, 2017 12:03 pm

Go to customer tab,
Click on Name "box",
Locate the correct name, select it.
Rich Hays
Supporter of Project Semicolon
231-796-0550 work
User avatar
Rich
3K Time Lord Contributor
3K Time Lord Contributor
 
Posts: 3735
Joined: Tue Sep 06, 2005 10:16 am
Location: Gone hiking.

Re: CUSTOMER NAME

Postby theshopp » Wed Jul 26, 2017 12:08 pm

Do this after the vehicle has been changed ownership to new name correct?
theshopp
Member
 
Posts: 13
Joined: Fri Apr 21, 2017 4:11 am

Re: Changing Customer Name?

Postby Rich » Wed Jul 26, 2017 12:13 pm

Rich Hays
Supporter of Project Semicolon
231-796-0550 work
User avatar
Rich
3K Time Lord Contributor
3K Time Lord Contributor
 
Posts: 3735
Joined: Tue Sep 06, 2005 10:16 am
Location: Gone hiking.

Re: Changing Customer Name?

Postby theshopp » Wed Jul 26, 2017 12:30 pm

Yes. I know how to change ownership, I just needed the name on the ro to change. I tried a test 1 doing the change of owner then the name change as you said and it seems to work.
theshopp
Member
 
Posts: 13
Joined: Fri Apr 21, 2017 4:11 am

Return to Database+Settings

Who is online

Users browsing this forum: No registered users and 1 guest