Rental customers come from the register

What moves

The customer on a booking is a party, kept in step when its details change, and a merge moves the duplicate's bookings to the survivor.

Before you start

• Rentals in your plan
• Rentals and Contacts & Partners in your plan

Step by step

1. Rental agentRentals

   Picks the customer on a booking.

   You see:The booking names the party.

2. SystemRentals

   Refreshes its copy when the party changes.

   You see:Booking screens show the current name.

3. Records managerContacts & Partners

   Merges a duplicate customer.

   You see:Bookings move to the surviving customer.

Related

• Contacts & Partners
• Rentals
• Suppliers come from the shared contacts
• Suppliers come from the shared party register
• The counterparty is a customer or supplier from Parties
• A retired supplier disappears from everyone's pickers
• An invoice is blocked until the customer's details are completed
• Connections between modules