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Customer Structure

Sites Right-Click Options: Copy Site From Another Customer

Site Copy (continued)

6.  Lastly, the Site and System information that was transferred from the previous customer will need to be modified with information pertinent to the new customer.  Open each Site and System record; edit to make the pertinent changes and Save when finished.

Note:  When editing the System record, In the Critical Message field, the User may type in a note indicating the System was taken over from a previous customer.  This critical message will be displayed when creating new Tickets.

Recurring Lines will need to be set up for any services provided to this new customer.  If using the Central Station Tracking option, the Call List and other information will need to be modified.

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