Changing Customers

The customer associated with an activity can be changed to or merged with other customers that exist in the system. Note that the contact method used by a customer for email or call activities cannot be changed for those types of activities. If you wish to change the customer for an email activity, the target customer must have an email address contact point that can become associated with the activity. Likewise, if the activity is a call activity, the target customer must have a phone number to associate with the activity. When changing customers for these activities, the target customer must have all the same types of contact points that the customer previously associated with the selected activity has, otherwise, the missing contact point types must be added to the target customer profile before changing. For more information, see Adding Customer Details.

To change the customer associated with an activity:

1. Navigate to the Customer  pane.

2. In the Customer Details tab, click the More button.

3. Select the Change option.

4. In the Change Customer window, search for the customer you want to associate with the activity.

5. In the Results pane, select the customer and click the Change Customer button.

   

6. A message appears asking you to confirm the change. Click the Yes button. You are notified once the customer is changed successfully.

Related Topics

• About Customer Types

• Creating Customers

• Viewing Customer History

• Adding Customer Details

• Deleting Customers