Change Name On Customer Record

Change the name on a customer record given the scenario of a surviving spouse

• Customers

• Accounts Receivable

• General Billing

• Utility Billing

Would like to know the steps to change the name on the customer record

General Revenues > Accounts Receivable > Setup > Customers

1. Click Search and enter the Customer ID

2. Click Accept

3. Click the Names and Addresses tab

   1. Under the Names heading, click the plus sign to add an additional customer name. Fill out Name Information and Personal Data as desired and click Accept.

   2. If the record already contains another name, move on to step 4

4. Under the Names and Addresses tab, under the Names heading, click the folder icon

5. Under the Customer Names heading, click to highlight the name to inactivate

6. Click Update

7. Deselect the Active checkbox to inactivate the customer name

8. Click Accept

9. Click Back

10. Click the Contact Information tab

11. Click Update

12. Select the secondary or newly created customer name from the Name 1 dropdown

13. Click Accept

Note that steps 1-8 creates a new customer name as an available option, but steps 10-13 update the Delivery Address, which is what ultimately reflects on any records created using the customer Id