SA> Utilities> Change Customer
Change Customers
Summary
The Change Customer window is used to reassign an assessment to a new customer account. Once an assessment is reassigned, all of the history associated with that assessment will now be associated with the new customer account. This process will ensure the integrity of existing assessments during transfers of property ownership.
Related Links
Click here for information on Assessment Maintenance.
Click here for information on Customer Maintenance.
Step by Step
1 Open the Change Customer window (SA> Utilities> Change Customer).
2 Change the customer.
- Enter an Assessment or click the field search button
to select an assessment from a list.- The Current Customer field below will populate with the customer number currently associated with the assessment. Customers are attached to assessments on the Assessment Maintenance window (SA> Maintenance> Assessment> General tab> Customer Number filed). Click here for information on Assessment Maintenance.
- Enter a New Customer number or click the field search button to select one from a list.
- Click the Save button
when complete. The assessment history has now been transferred to the new customer number.