« previous next »
Pages: [1]   Go Down

Author Topic: Default terms / mass editing of customer file  (Read 9397 times)

Offline GRCBar

  • Newbie
  • *
  • Posts: 27
    • View Profile
Default terms / mass editing of customer file
« on: October 26, 2017, 02:17:52 PM »
GRCBar, v. 14

Are default customer terms something I can edit in the system? Or, alternatively, if I export the customer file and edit the fields that way, will I lose anything when I import the file back?
Logged

Offline ronaldrwl

  • Administrator
  • Hero Member
  • *****
  • Posts: 1679
    • View Profile
Re: Default terms / mass editing of customer file
« Reply #1 on: October 26, 2017, 06:17:55 PM »
The default I believe is set to the last term a customer was set to.
Logged

Offline ronaldrwl

  • Administrator
  • Hero Member
  • *****
  • Posts: 1679
    • View Profile
Re: Default terms / mass editing of customer file
« Reply #2 on: November 14, 2017, 07:58:18 AM »
I believe the customers can be update using the export/import.  it uses the ID# in the "Y" column to match records.
Logged
Pages: [1]   Go Up
« previous next »