Change Customer Name Procedure

*When we change the name of the customer we don’t just change it in their card file we need to change it in several locations (recurring, memo. Sales, recurring)

• Open AWM Manage Page

• Click Edit

 

• Change the customer name to their new name

 

• Click save

 

• Open MYOB

 

• Go to List, Recurring Transaction

• Search the customer name using the old name

 

 

• Click the little blue arrow to open the recurring

 

 

• On the Ship To choose address 2, if address 2 is empty choose Address 1.

 

 

• Copy the customer name from the ship to and paste it on the Journal Memo (remember to change it as Sales; space name of customer)

 

 

• Click OK

 

 

• From the recurring transaction list high light the name of the customer and click edit schedule

 

 

• Change the name on the Recurring Transaction Name remember that it has a 30character limit.  (remember to change it as Sales; space name of customer)

        

 

         Documents

 

• Click ok

 

• Search the name of the customer on the Recurring transaction list with their new name to make sure it has been properly.