Customer Explorer Sites Sites Right-Click Options Copy Site from Another Customer
Customer Structure Functions (continued)
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, system information, service ticket history, and documents from one customer to another. This function only makes a copy of this information; no records are removed from the cancelled customer’s account.
When performing a Site Copy, the User has the option of copying all Sites, Systems, Documents and Service/Inspection Ticket History.
Continue on to the next page for step by step instructions on how to perform a Site Copy.
Important Notes:
1) Before using this function, make certain that all Service and Inspection Tickets on the cancelled customer record have been closed; otherwise any open tickets will be copied to the new customer.
2) Financial information is not copied to the new customer including invoices/payment history or recurring lines.
3) When a Site copy is performed and the User selects to copy the cancelled 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.