Transfering Customers Back From Card Files
  • JeffG
    Posts:91
    Joined:Sat Aug 31, 2013 6:50 pm
    Location:Sydney
    Transfering Customers Back From Card Files

    by JeffG » Tue Sep 09, 2014 1:48 pm

    We recently transferred a customer back from an archive card file. However, the transactions associated with that customer remain inaccessible. I have tried changing the customer code, save, then change back again, but that didn't work either. I would appreciated some ideas please. Thanks.
  • COBS Tech Support
    Posts:683
    Joined:Fri Sep 09, 2005 8:23 am

    by COBS Tech Support » Wed Sep 10, 2014 6:15 pm

    The transactions will re-link back to the account automatically provided you haven't archived them or deleted them.

    Ensure that you haven't changed the account code, otherwise they will not re-link. If you have changed the account code by changing it back, it will be sufficient to re-link them.

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