Question

Is there a safe way to change an Associate’s Customer ID (Back Office ID)?

Answer

A Customer ID is not meant to be edited but more a “set and forget” unique identifier; it should never change.

However, if you’ve exhausted all other options and you must change a Customer ID:

1. Contact Customer Care. Under their guidance:

   • Ensure that the proposed Customer ID is unique and not a duplicate.
   • Using the Data Editor:
     1. Select the CRM_Distributors table.
     2. Edit the BackOfficeID column for the Associate needing a change.
     3. Click the icon to set the value.

2. For the change to work correctly, request Customer Care reset your cache.

3. Perform a Hard Refresh on the Azure Search index.

   Read how: Setting Associate Search Tools

Related Articles

• Building Customer IDs
• Setting Associate Search Tools