Viewing 3 posts - 1 through 3 (of 3 total)
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  • #12015
    Spire Systems
    Keymaster

    OK I will start by adding a post.

    My customer changed their name and now I want to change their code so that it matches. Is that possible?

     

    #12021
    Spire Systems
    Keymaster

    Yes. You can change customer, vendor and inventory codes. For customer go to the top menu Customer-> Customer code change

    http://help.spiresystems.com/manual/3.6/en/topic/customer-code-change

     

     

    #12092
    Charles Annis
    Participant

    That is a Spire function that works very well, however the user has to be set up to have that “right” in their user settings.  I recommend you only have one or two staff members in an organization perform this task and that you keep a record of changes.  I have a spreadsheet called Customer Maintenance Request to document these changes that I can provide (free) on request.

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