Usage:
You may change the ID of a customer in your database at any time. This is useful in the event there is a typo, or if you would like to make the Customer ID more descriptive.
Navigation: Customers on the left side menu bar > Find the customer for which the ID will be changed > Click on Customer > Change Customer ID in the upper menu bar.
Change Customer ID navigation
1.Open the Customer form from the left menu. 2.Select the Customer whose ID you wish to change. 3.Click on Customer > Change Customer ID from the top toolbar. Note: The Customer option is available only on the top toolbar when the Customer form is opened. 4.The Change Customer ID form opens and the existing Customer ID is displayed in the form header Change Customer ID 5.Enter the new Customer ID. 6.Click OK to save the changes. 7.You will receive the message: "Customer ID changed successfully" when you have successfully changed the Customer ID. 8.Click OK and the new Customer ID will be applied immediately and display on the opened Customer form after the grid has been refreshed. |
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