Transfer Customer History window
This topic is under construction. It may be incomplete and is subject to change.
Purpose
Use this window to transfer a complete customer history from one account to another. You may need to do this when, for example, a customer record has been duplicated.
To access this window
Complete one of the following to access this window.
- On the Modules menu, point to Customer and click Transfer History.
- Use the keyboard shortcut Alt, M, C, n.
Diagram
The following thumbnail illustrates the Transfer Customer History window. Click it to view a full-size image.
Item descriptions
Fields and boxes
| Item | Description |
|---|---|
| (from account) |
Displays the customer/account name you from which you want to transfer history. Click to view the account name, address, and other demographic information including phone numbers and email. Right-click in this box to copy the email address, main address, or phone numbers to the clipboard. Click From Account to select an account. |
| (to account) |
Displays the customer/account name you selected to receive customer history. Click to view the account name, address, and other demographic information including phone numbers and email. Right-click in this box to copy the address to the clipboard. Click To Account to select an account. |
| Delete From Account | Select this check box to automatically delete the duplicate (from) account from AIMsi when you click Save. |
Buttons
| Item | Description |
|---|---|
| From Account | Click to open the Pick Customer window and select the account from which you want to transfer customer history. |
| To Account | Click to open the Pick Customer window and select the account to which you want to the customer history from the From Account. |
| Save | Saves the transferred customer history to the new account and deletes the duplicate account (if selected to do so). |
| Exit | Closes the window without saving any changes. |
