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Proofreading & Editing Customer Names

JenL
New Contributor

Any tips for proofreading and editing customer names? 

My current system is search "4" in the zip code,
because all customers' zip code starts with a 4,
and go through each page one by one of the search results.
Weird thing is, search results display customer name before it was edited.

Any tips for quicker and easier than my current strategy?
Thanks all yall.


1 ACCEPTED SOLUTION

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

There is a report for Customer List that you could run...then export to excel.  Also, make sure to update the location name when updating customer names.

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

View solution in original post

1 REPLY 1

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

There is a report for Customer List that you could run...then export to excel.  Also, make sure to update the location name when updating customer names.

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning