Author Topic: "Import All" Core2 CRM  (Read 5119 times)

SChampagne

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"Import All" Core2 CRM
« on: June 05, 2009, 06:58:51 AM »
Is there a reason that when utilizing the "Import All" function in Core2 CRM, that only the primary Bill To and Ship To addresses are imported?

If a company record has multiple ship to addresses, we only get one on the import.

SChampagne

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Re: "Import All" Core2 CRM
« Reply #1 on: June 05, 2009, 08:13:53 AM »
Actually, I'm also curious as to why there are other fields that are disassociated with the CRM that are included in the Quickbooks company data - things such as Sales Rep, Terms, and Tax Codes, and payment info.

Ideally all of these would be included with the CRM and integrate into the Invoices module.

Thoughts?

DanmarCRMSoftware

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Re: "Import All" Core2 CRM
« Reply #2 on: April 28, 2011, 11:00:38 AM »
good idea !

JeniferDecosta10

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Re: "Import All" Core2 CRM
« Reply #3 on: July 25, 2011, 12:02:36 AM »
Including the CRM and integrate into the Invoices module. Nice thought.