JobBOSS | Ideas

Allow Customer ID change

Some of our customers are bought by other companies, causing a name change. Instead of inactivating the current customer and creating a whole new customer, allow for a Custom ID change only. Everything else would stay the same.

  • Tyra Riley
  • May 8 2023
  • Future Consideration
  • Attach files
  • Alie Witthans commented
    07 Nov 20:42

    Tyra I am not sure which system that you run, we run JobBOSS 17.2.1. With this they have something called "Find and Replace/Merge Utility" that does this. Its a seperate application but works to do this. We wanted to change the nomenclature of our customers and vendors and were able to do this through the app.

    Attachments Open full size

Related ideas