The CCC Estimating contact was edited in a workfile from one company name (example: Generic Insurance) to a customer name (example: John Smith).
All "Generic Insurance" workfiles now display as John Smith.
- Go to View -> customers
- Search for the name the workfiles were changed to.
- Edit the contact back to the company name.
- Ensure all contact information is correct, then save and close the contact.
- Refresh Workfile list.
- Walk the customer through the following process of adding a new customer contact and removing the previous contact
- Open the workfile that the user wants to change the vehicle owner name, change the existing Contact Type from Vehicle Owner-Insured/Claimant to something else (Lienholder), then Add the new Contact Type: Vehicle Owner-Insured/Claimant with the correct name and info
- Delete the lien holder.
- Save and close workfile.
NOTE: Alternatively, adjust the Customer contact on the file that was changed the first time.
This might lead to all the contacts changing inside the workfile, but not on the workfile list.
If that occurs, check if there are multiple customers under View -> customers. If there are, merge the like customers, and then re-add the contact to the affected workfile.
*KA3771