Customer Master Sold To Name & Address

 

The Customer Master Sold To Name & Address screen provides a utility that updates customer sold to names and addresses that are stored in the CMASTR file with all capitals to have proper casing. Any other casing of the names and addresses are not modified, regardless of whether they are correct or not.

Note:  The update is applied across all divisions and branches under the Company the user is currently logged into.

To open the Customer Master Sold To Name & Address screen, from anywhere in IntelliDealer, navigate to Administration > Settings > Utilities and click the Customer Master Sold To Name & Address link.

The field on the Customer Master Sold To Name & Address screen is :

Field Description
Apply proper casing to:

Allows you to select the information you want to apply proper casing to, either the Customer Name or Address.

Click Close to complete your work on the Customer Master Sold To Name & Address screen.

Data Source: CMASTR

Revision: 2023.11