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Change the Customer Account Number

Use the Change Account Number dialog box to change the customer account number. This number is not the same as the Latitude-assigned file number.

To change the customer account number

  1. With an account displayed in the Work Form, click in the Customer Account Number box.

Customer Account Number

The Change Account Number dialog box appears.

Change Account Number dialog box

  1. In the New Account Number box, type the new account number.

  2. If the debt has collateral, click the Secured Loan check box.

  3. Click OK. The system adds a note that contains the previous customer account number.

Related Topics

Account Information