Accounting Ideas

Customer details import

Please could you enable customer names, addresses, contact names, email addresses and analysis codes to be imported to existing customer records. This would make it far easier to incorporate changed details from other systems and to use analysis codes to perform selection of different types of customers. For larger companies, or for smaller companies wanting to update all customers, doing it on an individual company basis one by one, is just not practical.

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  • Nov 9 2021
  • Great Ideas Delivered