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Re: Importing questionsFrom: Jeremy S. Marshburn Date: Wednesday, October 1, 2003
Time: 8:45:04 amYes. I've got a better grasp of what I can do now. I don't know if I
have it all figured out yet. But I know who to ask if I need anything.
You've been more than helpful for me.
Jeremy S. Marshburn
American Data Technologies, Inc
Shawn Hogan wrote:
>Jeremy S. Marshburn wrote:
>
>
>
>>Um, where is the "Country" field. I've looked all over the customer
>>information and I don't see a country field. I see space for City,
>>State, and Zip Code. I clicked the show customer country button in misc
>>preferences but that didn't seem to help anything. I've checked the
>>book and all the resources I can find. I'm still rather clueless about
>>this one.
>>
>>
>
>It's simply labeled "Country"... make sure you are importing as a power
>user.
>
>
>
>
>>I think I understand this. Our transaction histories are basicly
>>invoices with a balance of 0. However, Optigold does not seem to import
>>invoices with all the information that we require. New Charges and
>>Payments only ask for a small amount of information, far less than we need.
>>
>>Now, the way things look, the old invoices would go into payments like
>>you said. Any knew ones will be done as new charges if imported or just
>>created in the invoice screen.
>>
>>Now, a thought comes to mind that since the import uses login, that
>>Optigold will transfer that person's address and information into the
>>invoice screen. Is that how it works? I'll probably be sending another
>>email with more specifics on exactly what information will be needed and
>>then I'll probably get more specific replies.
>>
>>
>
>Yes, invoices use the customer's address that the invoice belongs to.
>
> - Shawn
>
>----------------------------------
>Shawn D. Hogan
>President, Digital Point Solutions
>http://www.digitalpoint.com
>(858) 452-3696
>
>
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