Pastel Accounting Link Manual

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Course Name: Pastel Accounting Link ManualVersion: 2011.01NOTICESThis product is copyrighted to© Softline Pastel, Softline Technology Park, 102 Western Services Road, Gallo Manor Ext 6, Johannesburg, 2031Disclaimer: While Pastel takes care to ensure the accuracy and quality of these materials, we cannot guarantee their accuracy, and allmaterials are provided without warranty whatsoever, including, but not limited to warranties of merchantability or fitness for a particularpurpose. The name used in the data files for this course is that of fictitious companies. Any resemblance to current or future companies ispurely coincidental.This courseware may contain links to sites on the Internet that are owned and operated by third parties (the “External Sites”). SoftlinePastel is not responsible for the availability of, or the content located on or through any External Site. Please contact Softline Pastel if youhave any concerns regarding such links or External Sites.Copyrights: This product is owned by Softline Pastel and is protected by copyright laws and international treaty provisions. All rightsreserved. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic ormechanical, including photocopying, recording, storage in an information retrieval system, or otherwise. All of the copyright, trademarks,trade names, patents and other intellectual property rights subsisting in or used in connection with the product including alldocumentation relating thereto are and remain the property of Softline.This book conveys no rights to the software or other products about which it was written; all use or licensing of such software is held bySoftline Pastel and users of this book are required to adhere to licence agreement conditions as specified on the software.Information in this manual is subject to change without notice and does not constitute a commitment on the part of the supplier. SoftlinePastel reserves the right to revise this publication and the product, and to make changes to the content thereof, from time to time,without obligation of Softline Pastel to notify any person or organisation of such revision or changes.2
Pastel Accounting LinkTable of ContentsMinimum System Requirements ........................................................................................... 4Installation ............................................................................................................................. 5Setup .................................................................................................................................... 9Mapping .............................................................................................................................. 16Custom Field Mapping ........................................................................................................ 18Step 1 – Create Custom Fields in ACT! ........................................................................ 18Step 2: Add the Customer Fields ................................................................................. 20Step 3: Map the Custom Fields ..................................................................................... 21Importing Partner Contacts ................................................................................................. 26Link existing ACT! contacts with corresponding Partner contacts ........................................ 29Creating Partner record from Existing ACT! Contact ........................................................... 40Updating Linked Records .................................................................................................... 45Updating ALL linked records ........................................................................................ 45Updating specific / single contact record .................................................................... 48Pastel Accounting Link Tab ................................................................................................. 51View Summary of Updated Contacts ................................................................................... 54View Linked Contact Summary ........................................................................................... 553
Page 1: Pastel Accounting LinkVersion 2011.
Page 5 and 6: InstallationAfter downloading the P
Page 7 and 8: The Pastel Accounting Link will be
Page 9 and 10: SetupAfter installation of the Past
Page 11 and 12: Click on the Accounting Link menu a
Page 13 and 14: Click on the Ellipse (...) button a
Page 15 and 16: Click on the Finish button to compl
Page 17 and 18: The following table contains a list
Page 19 and 20: Enter a Field name and select the F
Page 21: Step 3: Map the Custom FieldsTo set
Page 24 and 25: Your mapping should display as foll
Page 26 and 27: Importing Partner ContactsUse the P
Page 28 and 29: A message displays, informing you t
Page 30 and 31: Corresponding record in ACT!To crea
Page 32 and 33: Link the current ACT! contact to an
Page 34 and 35: Select whether you want to allow up
Page 36 and 37: Select the “Link all ACT! contact
Page 38 and 39: The Pastel Accounting Link will dis
Page 40 and 41: Creating Partner record from Existi
Page 42 and 43: Click on the Next button.42
Page 44 and 45: Select Yes if you want to allow upd
Page 46 and 47: Now select a synchronisation and/or
Page 48 and 49: Updating specific / single contact
Page 50 and 51: Click on the OK button to start the
Page 52 and 53:
Outstanding QuotesBack Orders52
Page 54 and 55:
View Summary of Updated ContactsGo
Page 56:
ACT! Contact FieldPartner Descripti
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