Summary

Springbrook modules share a common Customer table. By using the same customer number and giving the customer various accounts, Cash Receipts can operate most efficiently. If you find that you have a customer with two different customer numbers, you may be inclined to combine these customers so that they use only one customer number but multiple account numbers.

The Merge Customers process includes two steps:

1. Run the Merge Customer Report
2. Run the Merge Customer Update tool

The Merge Customer Report displays the changes that will be made when the Merge Customer tool is run. The Summary report will display the original customer number and the newly assigned customer number. The Detail report will display all the affected accounts across all systems other than Utility Billing. Customers with UB accounts cannot be merged or moved.

In order for a customer to pulled into the Merge Customer Report and, ultimately, to be have their accounts merged into one customer account on the Merge Customer Update step, the customer data on the individual accounts must match exactly. That data includes:

• First Name
• Last Name
• Mailing Address
  • Address 1
  • Address 2
• City
• State
• ZIP code

If any of these fields do not match across accounts, those accounts cannot be merged under a single customer number.

Step by Step

1     Open the Merge Customer Report window (SS> Utilities> Merge Customer Report).

2     Configure the report.

• Select a Report Type from the drop-down menu.
• The Summary report will display the Original Customer Number, the New Customer Number, and the Customer Name.
• The Detail report will display everything included in the Summary report as well as the Account Type and Account ID.

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).