Change Customer ID Wizard - Select New Customer ID Step

This topic last opened by author on August 30, 2012 at 2:36 PM.

Use the Select New Customer ID Step to assign the new Customer ID to the customer account.  The table following the panel example describes the data entry for this step in the Change Customer ID Wizard.

 

Notes:

Directions:

To display the Select New Customer ID Step in the Data Entry Panel:

1.  Open the Change Customer ID Wizard.

2.  To navigate to the step that you want to maintain:

 

Data Entry Panel - Select New Customer ID Step Example:

 

Data Entry Panel - Change Customer ID - Select New Customer ID Step Prompts

Tip:  To see more information about a field, click the hyperlink for that field name.

Customer

Enter the new Customer ID to be assigned to the customer. (up to 12 characters)

Note:  The Customer ID you are entering cannot be currently assigned to another customer.

To display the previous step, click Back.

Keyboard shortcut:  [ALT + b]

Tip:  Back is not active for the first step.

To display the next step, click Next or press [ENTER].

Keyboard shortcut:  [ALT + n]

Tip:  Next is not active for the last step.

To validate and save the data for all of the wizard steps, click Finish.  The wizard window closes when the save is complete.

Keyboard shortcut:  [ALT + s]

To close the wizard without validating or saving the data, click Close.