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Changing customer number - can I use PSTL

  • 1.  Changing customer number - can I use PSTL

    SILVER CONTRIBUTOR
    Posted 06-07-2018 06:19 PM
    We have a customer whose number was not set up using our standard naming convention.  I thought that there was a way to change it using Professional Service Tools Library (PSTL), but I'm unable to find it now.  Is this possible??

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    Lisa Levendusky
    Exceptional Persons, Inc.
    Waterloo IA
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  • 2.  RE: Changing customer number - can I use PSTL

    Posted 06-08-2018 07:27 AM
    Yes you can.  Everyone must be logged out of the system.  Go to Sales Tools/Customer Name Modifier.

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    Kim Chambers
    TROSA
    Durham NC
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  • 3.  RE: Changing customer number - can I use PSTL

    Posted 06-11-2018 08:16 AM
    Lisa,

    Some of the PSTL tools have been moved to the main interface.  I bet you will find it in tools > utilities > sales.


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    Chris Donnelly
    Senior Implementation Consultant
    InterDyn BMI
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