Client Management Customer Explorer Customer Structure
Customer Structure
Sites Right-Click Options: Copy Site From Another Customer
This option is used when a Customer moves from a Site where your company has equipment installed and another Customer moves into the same Site and your company will be monitoring and/or servicing the system(s) for the new Customer. This function will copy the site and system information from one customer to another. This function only makes a copy of this information.
When performing a Site Copy, the User has the option of moving Service/Inspection Ticket History from the old customer to the new customer.
If your company is using SedonaDocs, and documents are attached to the original Customer's Site(s) and/or System(s), the User will have the option to move all or selected documents to the new Customer.
Continue on to the next page for step by step instructions on how to perform a Site Copy.
Important Notes:
1) Before performing a Site Copy, make certain the original Customer's Site(s) and System(s) that are to be copied are not Inactive. If the original Customer has previously been canceled, you will need to reactivate the account first. Once the Site Copy has been performed, you will go back and inactivate/cancel the Customer manually.
2) Before using this function, make certain that all Tickets on the canceled customer record have been closed; otherwise any open tickets will be moved to the new customer.
3) Financial information is not copied to the new customer including invoices/payment history or recurring lines.
4) When a Site copy is performed and the User selects to copy the canceled customer’s System information, the contract information from the previous customer is copied into the new customer and will need to be edited to be pertinent to the new customer.
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