Changing the Customer ID

The Customer ID can be changed by pressing the button next to the Customer ID.

Enter the new Customer ID value and press the Update button. All references to the old Customer ID through out TSM will be changed to the new Customer ID value entered here.

For example, to change the Customer ID ABC to DEF, Select the Contact ABC and press the UPDATE button. Enter DEF into the new Key value. The following will display:

Confirm that you want to update the Customer ID by pressing Yes or press No to cancel the update.

To merge two existing customer records update the Customer ID to an ID that already exists in TSM. The card details of the ID you are updating will be lost but current jobs and histories will be merged into the ID you are updating to.

Note: Updating or merging records can potentially result in unlinking from the accounting package you may be running. You need to confirm if the records actually require updating/merging, and if so that they match up to the accounting package records.