I would like the ability to export the contact records out to the import template, this will allow an easy swap over when businesses change status i.e sole trader to Ltd and need to setup a new company, instead of pulling csv files out which do not hold all the relevant information, therefore slowing the process down.
(ideally to be able to export everything out of a contact record toggled in the configure wheel if not able to have a pre built export template)
Guest
Hello All,
We are happy to tell you this has now been delivered!
For more information please look out for the 'What's New' In-Product message which will outline what has been released and how to take advantage of this functionality.
Kind regards
Sage Accounting Team
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Great Ideas Delivered
1
Great Ideas Delivered
I would also like this. I'm also changing a client's status and it is already on accounting and going to accounting so would be easy if you could export in the same format as import.
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