Under certain circumstances, it is possible to make changes that cause a carbon copy billing account to become "out of sync" with the location. This can happen, for example, if certain billing accounts are merged, or changes are made to a carbon copy billing account instead its carbon copy location. The following modifications have been made that help prevent the mismatch situation from occurring and will also help avoid unintentionally overwriting needed billing account information.
· Warnings have been strengthened when an attempted billing account merge might result in a carbon copy mismatch.
· Warnings are now displayed any time location or billing account details is opened and there is an existing carbon copy mismatch.
· Warnings have been added when modifications to a billing account result in a carbon copy mismatch.
· Whenever a carbon copy update is about to take place and the name/address information on the location does not match the billing account, the user will be presented the two names and addresses and prompted for confirmation that the carbon copy update should take place. The user can allow the update to continue, or cancel the carbon copy update. After canceling the carbon copy relationship should be removed if the carbon copy status is on in error.
When taking a call and it is discovered that the location now has a new owner, in order to prevent location modifications from also updating the carbon copy billing account, it has been necessary to post the phone call pending, and jump out to the customer (F8) to remove the carbon copy relationship before returning to Call Taking and posting the phone call. Now, whenever the location name is changed in call taking, the user will be required to indicate whether the change is simply a correction (spelling, etc.), or is because there is a new owner or occupant. If the change is just a correction, carbon copy updating will take place as normal. If the change is due to a new owner/occupant, the existing carbon copy relationship will automatically be terminated when the call is posted. If the job being created is to be billed to the location, then a new carbon copy billing account will be set up for the new owner.