Convert Customer Keys

Use the Customer Key Conversion utility to merge existing duplicate customer records. To change a customer number, use the Customer Info Center.

Prerequisite: Back up your GovWin Capture Management database.

To merge customer records:

1. From the GovWin Capture Management Navigation menu, click Utilities > Key Conversions > Customers.
2. Complete the fields on the Key Convert Customers form.
3. Select one of the following actions:

   Option	Description
   To save the conversion to run later	Click Save.
   To run the conversion now	Click Run.
   To schedule the conversion to run on a regular basis via the process server	Click Schedule and complete the Schedule dialog box.