Renaming debtors

Modified on Mon, 20 Apr at 12:07 AM

You can:

Note: To avoid errors, any student links associated with the old debtor record should be moved to the new debtor record.

Tip: You can also rename a debtor in Community Maintenance.
To merge or rename debtor records:

Select Module > Debtors > Debtor Maintenance from the main menu.
The Set Debtor Search Criteria window is displayed.
Tip: You can also access the debtor functions by clicking .

Search for the debtor. See Searching for debtors.
The Debtor Selector window is displayed.
Either:
• right click the debtor's name, then select Rename/Merge
• select File > Rename/Merge
• press Ctrl + R
The Name window is displayed.
Type the debtor's new name, then click .
The Spouse Name window is displayed.
If required, type the debtor's new spouse details, then click .
The Home Address window is displayed.
If required, type the debtor's new address details, then click .
The Address and Occupation window is displayed.
If required, type the debtor's new phone and occupation details, then click .
The Options window is displayed.
Select one or more of the required options.

Option	Description
Merge Arrangements	Merges data from the Debtor Maintenance -Arrangements tab.
Merge Split Payments	Merges split payments from the old debtor to the new debtor. Note: We recommend that you verify the split payments after the merge. If there are split payments on the new debtor already and you are merging the old debtor's split payments with these, the percentages need to be adjusted.
Merge Letter History	Merges data from the Debtor Maintenance - Communications tab.
Merge Payment Methods	Merges existing payment data. Note: Arrangements and history are normally merged. Split payments are normally not appropriate.