Monthly Archives: March 2016

Using the Customer Merge Feature

Introduction Although Channergy is designed to minimize the possibility of multiple customers being created, this does happen and the software has a tool that will allow you to combine customers and their related data.  It is called the Merge feature.  In a nutshell the process is as follows. Locate the record that you want to use […]

Setting Up And Using The Multi-company feature

Introduction Channergy has the ability to manage multiple companies in one database.  The following documentation describes how to set them up and use them. Creating Multiple Company Identities There are several locations that you can set up the company identities in either the Operator ID or the Product (Inventory) screens.  The functionality and process are […]