How do I modify existing customers?
You would modify existing customer information when customer details need to be updated or corrected in the system. This may include changes to names, addresses, phone numbers, billing information, service locations, or account status. Keeping customer information accurate helps ensure proper communication, reliable reporting, correct notices and billing, and accurate tracking of assemblies and compliance records.
Note: Changes to a customer's information in Backflow Management will also update the customer's file in Utility Management. Which means that you can update the customer's information in either Backflow Management or Utility Management.
Modifying existing customers
1. Open Connect Backflow Management or Connect Utility Management > Customers > Modify Existing Customers.
2. Enter a customer number in the Lookup bar. Press Enter.
3. Now, you can update the fields. All of the customer's backflow information is located on the Backflow tab.
4. Click Save (CTRL+S).
The customer record is updated.
Related Articles
How do I modify existing locations?
In Community Connect Portal, if you need to enter changes for a location, use Modify Existing Locations. Making changes to a location record will update Backflow Management and Utility Management. Updating a service address Edit the location ...Error: Customers with invalid final bill information
Issue A final bill is recorded on a customer account, but the final bill includes a final bill date that falls outside of the period when the customer was active. Explanation The final bill date for a customer should occur after the most recent ...Error: Customers assigned to an invalid billing cycle
Issue The organization is using billing cycles and a customer is assigned to a billing cycle that doesn't exist. Explanation If the organization is using billing cycles, then each customer should be assigned to an active billing cycle. Solution Use ...How do I modify existing payees?
Webinar: Check on Demand Refresher Training Check on Demand Refresher Training (50m43s) Topic Time Marker Modify Existing Payees 09m06s Set up a new payee 09m56s Begin/End date, Type, and Group 11m06s Check Details 12m37s Notes 15m11s Changing a ...Why can't I access Modify Existing Employees?
You may not have access to Modify Existing Employees because of separation of duties. The next best way to get employee information, is to use Employee Inquiry. You can use the Inquiry button in the toolbar or you can use the Employee Inquiry link on ...