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
    7 Nov 08:42pm

    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.