I have a commercial customer who would like all of his invoices split between 2 corporations, this customer has done a good deal of work with us since the beginning of the summer and is only now letting us know about the 2 different corporations. Is there a way to merge the locations with out merging the customer?
All of his locations are currently under 1 name and now we need to split them. I am hoping that there is something that can be done without having to just add notes to the new customer and location pages.
Thanks everyone in advance for you help.
You would have to manually go to each job and hit the edit pencil and change the location. It would be cumbersome, but it can be done!
We often recommend to merge locations when the addresses on both of the locations are the same. If you choose to proceed to merge the locations, we do have this knowledge base article showing how to merge locations. Please note that the the first half of the article focuses on merging customer records and the second half of the article focuses on merging location records.