New customer at previous customer's location - best practice?

[sharon_k]

I followed this procedure below from Knowledge base for when a customer moves to a location we have worked at. My question is, when you name the old location "Location History" and then merge it to the new customer at that same location, how do you differentiate what the new customer had done vs the old customer? Also, do you then have to go and remove the address from the old customer?

 

Add the new customer

1. Add the customer and book the job.

2. Go to search

3. Click the Search dropdown and select Location. Use the filters to search for the address that the customer moved to. More than one instance of the address will return.

4. Open the old location record. The one without the new customer’s name.

5. Click Edit next to the location name.

6. Enter "Location History" in the Name field and enter the new customer’s name in the Customer field.

   When you're finished, click Save.

Merge the records

1. Go to the navigation bar and click Settings

   In the side panel, go to Tools > Merge Locations.

2. Enter the new customer’s name and select the record.

3. A secondary box opens. Select the address named Location History as the duplicate you want to be merged.

   Note: Only locations belonging to the customer that are on their Customer Record appear. If you don't see the location you want to remove, you may need to merge customers first.

4. When you're finished, click Merge.

[sharonme]

Verify that your accounting software can handle this move between "billing accounts" though before making the merge.

[RandiThompson · Accepted solution]

It's a little difficult to see what was done by the old vs new customer at a glance on the location page but if you click into any job the ones that billed to the old customer will still have that customers name in them and on the new customers page it will only show the jobs associated with them. We leave the address alone in the old customer until we get a new address for them then we update it.