Renaming debtors

You can:

• merge debtor records
• rename a debtor.

Note: To avoid errors, any student links associated with the old debtor record should be moved to the new debtor record. 

Tip: You can also rename a debtor in Community Maintenance.
To merge or rename debtor records:

1. Select Module > Debtors > Debtor Maintenance from the main menu.
   The Set Debtor Search Criteria window is displayed.
   Tip: You can also access the debtor functions by clicking .

1. Search for the debtor. See Searching for debtors.
   The Debtor Selector window is displayed.
   
2. Either:
   • right click the debtor's name, then select Rename/Merge
   • select File > Rename/Merge
   • press Ctrl + R
   The Name window is displayed.
   
3. Type the debtor's new name, then click .
   The Spouse Name window is displayed.
4. If required, type the debtor's new spouse details, then click .
   The Home Address window is displayed.
5. If required, type the debtor's new address details, then click .
   The Address and Occupation window is displayed. 
6. If required, type the debtor's new phone and occupation details, then click .
   The Options window is displayed.
   
7. Select one or more of the required options.