Summary / TL:DR: This article provides instructions when the customer assigned to a note in Note Activity needs to be moved to another account in Advantage.

Notes are assigned to an account based on the email address. If the customer has multiple accounts in Advantage with the same email address, it will match to the lowest customer number.

How to Change the Customer Assigned to a Note

From the Customer Search Screen, navigate to the Advanced tab and click Note Activity to open the NAC screen
Click Change Customer
The New Customer dialog box will appear, enter the Customer Number, or click the drop down to search and select the Customer Number

Select the letters you would also like to transfer and click OK. All of the selected notes will be transferred to the customer entered

Select one of the following:

Transfer Letters	Transfers the attached letters to the new customer (as is, the letters are not changed)
Delete Letters	Removes the attached letters from the note being assigned to the new customer
Cancel	Aborts the customer change, and waives off the prompt to allow user to deal with this restriction themselves

4. Click OK

If the account assigned has had letters already sent, you will be prompted with an error message stating "There are letters for this note. The customer cannot be changes on notes with letters"

Navigate to the Letters phase and delete the letters, then change the customer number.

Virtual Agent Knowledge Base

ADV FAQs Change Assigned Customer

How to Change the Customer Assigned to a Note