Carbon Copy Locations/Accounts

In previous versions, you could ‘Create account from location’ in the location form. This would create a billing account with the same name/address information as the location. These accounts and locations are call ‘carbon copy’ locations or accounts. If you change name or address information in either place (location or account) the other record is updated to match.

This feature has been expanded. Now, you can:

• Create a ‘carbon copy’ account from a location (this is the same as copying a billing account from a location),
• Create a ‘carbon copy’ location from an account,
• Activate/Deactivate the ‘carbon copy’ status of any account for a location,
• Activate/Deactivate the ‘carbon copy’ status of any location for an account.

Creating ‘Carbon Copy’ Accounts

From the Location Form, you can create ‘carbon copy’ accounts. Right-click on the form and select “New 'carbon copy' account”. This will create a new billing account with the same name/address information as the location. (this is the same as selecting “Create account from location” in previous versions). If a ‘carbon copy’ account already exists for the location, you will be notified and given the choice of changing the ‘carbon copy’ account to the new account you are creating, or keeping the existing ‘carbon copy’ account.

Activating/Deactivating ‘Carbon Copy’ Status of an Account

Right-click on an account listed in the location’s billing account list and select “Account ‘carbon copy’ on/off”:

- You will be asked to confirm the action to make the selected account the ‘carbon copy’ account. If a ‘carbon copy’ account already exists for the location, you will be notified and given the choice of changing the ‘carbon copy’ account to the selected account, or keeping the existing ‘carbon copy’ account.

- If the selected account is already the ‘carbon copy’ account, you will be asked if you would like to turn the ‘carbon copy’ status ‘off’ for the selected account.

Creating ‘Carbon Copy’ Locations

From the Billing Account Detail Form, you can create ‘carbon copy’ locations. Right-click on the form and select “New 'carbon copy' location”. This will create a new location with the same name/address information as the billing account. (this is the same as selecting “Copy billing account” in previous versions). If a ‘carbon copy’ location already exists for the account, you will be notified and given the choice of changing the ‘carbon copy’ location to the new account you are creating, or keeping the existing ‘carbon copy’ location.

Activating/Deactivating ‘Carbon Copy’ Status of a Location

Right-click on a location listed in the Account’s location list and select “Location ‘carbon copy’ on/off”:

- You will be asked to confirm the action to make the selected location the ‘carbon copy’ location. If a ‘carbon copy’ location already exists for the account, you will be notified and given the choice of changing the ‘carbon copy’ location to the selected location, or keeping the existing ‘carbon copy’ location.

- If the selected location is already the ‘carbon copy’ location, you will be asked if you would like to turn the ‘carbon copy’ status ‘off’ for the selected location.