How to Manage Customer Information > Change Names and Addresses Screens

CIS > Change Names and Addresses

The History screen is used to display changes that have been made to the system using the Change Names and Addresses processes. You can see changes to be viewed by date range, time range, and by the employee number of the person who made the changes.

To search for a history of transactions processed using the Change Names and Addresses screens, complete the following steps:

1.	Enter any search parameters (date, time, or employee number) in the fields in the Search By field group.

2.	Click <Display History>. Any results matching your parameters will display in the History list view.

3.	Click on an item in the History list view to see more detailed information in the list views to the right.

Note: Each transaction may contain several functions that occurred as part of the transaction, such as merging mailing labels, dropping names, adding names, changing the IRS owner, etc.

For specific scenarios on how to use the Change Names and Addresses screens to make changes, see the How-To Scenarios section.

History Screen

History Screen