Hello Aleksandar,
I am the friend. Thank you so much for your time and expertise. This program has been installed at my workplace and the explanations I have been given as to how to set up Customers/Contacts have been conflicting and confusing.
Why must a company or individual record be created in Contact before being pulled through to Customer? Please explain the step-by-step process by which this is done. What is it about placing it in Customers alone that means that it will not work? What additional functionality does placing it in Contacts as well give?
I understand that a company card can also be created in Customer, but that it must be pulled through to Contact. Why is this? Please explain the step-by-step process by which this is done.
May I also ask about pulling both individual person's record cards over from Contact to Customers? What is the exact process for doing this? Could you please let me know a step-by-step breakdown?
I'm sorry to ask such detailed information from you but I am extremely confused about the conflicting information I have been given and I need to get a good explanation of what is going on.
Thank you so very much for your help. You may possibly save my job with your reply.
Confused