Customer Moves – Copy Customer

By |2021-07-30T11:25:37-05:00January 8th, 2021|

Scenario You have a customer that you have been working for and there are notes, records, and financial history. They move and someone else buys the property. Consider this example. Original Owner John Doe 8877 Bourgade Street Lenexa KS 66219 New Owner Nancy Johnson 8877 Bourgade Street Lenexa KS 66219 Generally, you would NEVER change