LOGIS Blog

Problems with Duplicate Accounts? Use the Account Merge Function in Class!

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Class_MergeOne problem that can crop up in Class is duplicate accounts. These are accounts that are the same in all or just about all ways—same name, same address, same telephone number, etc.—but each has a separate registration history, accounting history, etc. This situation can cause a whole host of problems including incorrect registrations, accounting irregularities, etc.

The first step to fixing the problem is to determine that the two accounts actually do represent the same family, organization, or team. Once that has been verified, you can use the Class Merge/Move Clients Screen to merge the two accounts into one.  The Merge/Move Clients Screen is located in the System Maintenance Module on the Accounts Tab.

The screen consists of two sides, each side containing one of the accounts to be merged. To merge the accounts, simply click on one of the arrow buttons located between the two accounts. The direction of the arrow button you click on determines the direction of the merge. The right arrow means the left account will be merged into the right one. The left arrow does the reverse. The account the selected arrow button is pointed to is the one that will retain the same main contact person, account PIN, client barcodes, etc. that it had before the merge.

During the account merge, you can merge clients with exactly the same name into one person. If you have two clients that should be merged but have slightly different names, you will need to freeze one of the clients after the merge (which is done through the Maintain Client Details screen).

Note that you can only merge entire accounts. You cannot merge a single client from one account to another. The reason for this is to maintain the integrity of accounting records. During an account merge, the accounting history of one account is merged with the accounting history of another. It is impossible to tease out which accounting transactions pertain to just one person and move only them to the other account.

If you would like more information about merging accounts, please contact LOGIS Class support.

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Category: Parks and Recreation Systems

Quintile Review Added to PDS

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calendarThe latest version of PDS included support for Quintile Review. But what is Quintile Review?

The Assessors maintain records on the physical characteristics of each parcel. The Assessor’s Office is required by state law to physically review each property at least once every five years and record any changes to the parcel.

Each visit is recorded in PDS along with the results of the visit. This information must be reported to the Minnesota Department of Revenue along with a complete Quintile Plan.

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Category: Property Data,Special Assessments

City of South St. Paul to Begin Using PIMS

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AnnouncementWe would like to welcome the City of South St. Paul to the PIMS group.  Currently, there are 22 cities utilizing the PIMS application, South St. Paul will make 23. In addition to using the Permits and Inspection/Scheduling modules, they will also be working with Code Enforcement and Business License modules. Once the implementation of the PIMS application is complete, we will work collectively with City staff to introduce the framework for using ePermits (our online permitting system).

Several weeks ago, the LOGIS staff met with City staff to launch a kick off meeting to get the wheels in motion. The database conversion is well underway and several training sessions have been scheduled.  We are looking forward to working with City staff as we embark on a successful project.

Welcome City of South St. Paul!

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Category: Permits & Inspections Management

Did you know? Adding ‘Custom’ Standard Searches to CIS Infinity

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UBSearchWhen a user selects the ‘Search’ button from the top of the Customer Account Inquiry form in CIS Infinity, a number of standard, pre-set single element searches appear in the resulting ‘Search for Customer/Account’ window: Address, Name, Meter/Remote ID, etc.

Need to take it a step further? It is possible to add additional single element searches to this selection, ‘custom’ for your organization, i.e., Internal Map #, Customer Status, Email Address and more!

If you feel there is a Customer Account Inquiry single search element addition that would positively benefit your work flow, please contact UB Support via Phaseware with your request.

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Category: Utility Billing

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