Manage Multicomp Utility

Overview

The Manage Multicomp Utility allows you to update or refresh customer Multicomp information in your system. This utility provides several functions for managing multi-company relationships and IDs.

How to Access

Navigate to: Utilities > Manage Multicomp

From the Multiple Company Listing window, click Maint to open the Multi-Company Maintenance Utility.

Available Functions

The Multi-Company Maintenance Utility provides four main functions:

Function 1: Refresh Customer Records Refresh customer records to fill in any missing MulticompID information in related customer fields.

Function 2: Change Customers Between Multicomp IDs Change customers from one Multicomp ID to another Multicomp ID. Use the tag feature to select specific customers.

Function 3: Change Subset of Multicomp IDs Change an entire subset of Multicomp IDs from one ID to another ID.

Function 4: Import CSV File Import a Customer.csv file into your dealer database with updated Multicomp IDs.

CSV Import Requirements

When using Function 4 to import a CSV file:

Required CSV Format:

• Column 1: ACCOUNT
• Column 2: MULTICOMP_ID

Important Notes:

• Perform a full backup of TPS files before importing any CSV file
• You will need to create a Master MulticompID record in Utilities > Manage Multicomp prior to or after the import

Need Help?

Still have questions? Contact Cornerstone Holding Co. 847-405-9517 or email us customer.success@alarmbills.com