Search Again: Re: Customer Information Feature Request From: Shawn Hogan Date: Saturday, January 6, 2001 Time: 3:56:41 pm Don Brown wrote: > Sorry. I'm still not coming across clearly. > > Currently, you can export Invoice, Credit Memo and Payment > transactions. However, none of this information will establish a new, or > update an existing, Customer List record in QB. > > I am proposing a new export function that will only create & update the > Customer List records in QB. That is, the user could run a job that gets > the current customer information for all customers in OptiGold and creates > an export file. When that export file is imported into QB is creates new > customer list records and updates existing customer list records. > > We have tested the export format which we sent in the original email and it > works. > > This function will save steps and time. I will look into it, but no promises. - Shawn ------------------------------- Shawn D. Hogan President, Digital Point Solutions http://www.digitalpoint.com (858) 452-3696 --------------------------------------------------- To subscribe, unsubscribe or to search list archive please visit http://www.optigold.com/lists/isp.html ---------------------------------------------------

Messages In This Thread: Customer Information Feature Request by Don Brown on Jan 6, 2001 at 6:31:58 am Re: Customer Information Feature Request by Shawn Hogan on Jan 6, 2001 at 12:04:06 pm Re: Customer Information Feature Request by Don Brown on Jan 6, 2001 at 12:53:24 pm Re: Customer Information Feature Request by Shawn Hogan on Jan 6, 2001 at 2:30:22 pm Re: Customer Information Feature Request by Don Brown on Jan 6, 2001 at 3:55:03 pm Re: Customer Information Feature Request by Shawn Hogan on Jan 6, 2001 at 3:56:41 pm