Denver Research

General Category => ezPower => Topic started by: GRCBar on October 26, 2017, 02:17:52 PM

Title: Default terms / mass editing of customer file
Post by: GRCBar 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?

Title: Re: Default terms / mass editing of customer file
Post by: ronaldrwl on October 26, 2017, 06:17:55 PM

The default I believe is set to the last term a customer was set to.

Title: Re: Default terms / mass editing of customer file
Post by: ronaldrwl 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.