Change Customer Code for Existing Customer


Current Customer


Current Bookings


To change the customer code, access the Database Wizard per menu option below




Use  to search for the current customer, 

then enter the new customer code and click


The current customer code is replaced by the newly selected code


All current bookings, attachments, invoices etc are modified to show the new customer code in the file name


Edit the customer record to change the organization name, address etc, you'll need to manually keep record of the old customer name, address etc in either the Notes tab or use the custom fields option