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Merge customer codes

Modified: 7 Jun 2026 Viewpoint Estimating Administration Help
  1. Open the Merge User Codes screen.
  2. In the Function field, click and select Customers.
  3. Click Retrieve.
    • Tip: You can filter the data in a column. Click in the filter row to select the filter operator. Then, enter the filter criteria or click to select the filter criteria from a list of valid values. To clear the filter criteria, mouse over the filter row and click .
    • Tip: To group the view, drag the column header to be grouped above the other column headings. To clear the grouping, drag a grouped column down.
  4. In the Target Customer field in the row for each code you want to merge, enter the code of the customer with which you want to merge or click to select the account from a Lookup List.
  5. If you want to print a list of the old and new codes, do the following:
    1. (optional) To set the page setup options, click next to the Print button and select Page Setup.
    2. (optional) To view a preview of the printed list, click next to the Print button and select Preview.
    3. Click Print.
    4. Click OK.
  6. If you want to export a list of the old and new codes, do the following:
    1. To specify the file type for the export, do one of the following:

      • To export the list to Excel, click next to the Export button and select Excel.

      • To export the list to a PDF file, click next to the Export button and select Acrobat (PDF) file.

    2. Navigate to the folder where you want to save the file.
    3. In the File Name field, enter a file name for the exported file.
    4. Click Save.
    5. Click OK.
  7. Click Save.
  8. Click Yes.
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