Pastel Accounting Link Manual

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In the following example, the ACT! fields are mapped to Pastel Partner fields:ACT! Pastel Supplier Pastel CustomerContact Contact ContactCompany SupplDesc CustomerDescAddress 1 DelAddress01 DelAddress01Address 2 DelAddress02 DelAddress02Address 3 DelAddress03 DelAddress03City DelAddress04 DelAddress04Postcode DelAddress05 DelAddress05ID/Status RecordType RecordTypePhone Telephone TelephoneFax Phone Fax FaxMobile Phone Cellphone CellE-mail Email EmailPastel Account No SupplCode CustomerCodePostal Address 1 PostAddress01 PostAddress01Postal Address 2 PostAddress02 PostAddress02Postal Address 3 PostAddress03 PostAddress03Postal City PostAddress04 PostAddress04Postal Postcode PostAddress05 PostAddress05User 1 UserDefined01 UserDefined01User 2 UserDefined02 UserDefined02User 3 UserDefined03 UserDefined03User 4 UserDefined04 UserDefined04User 5 UserDefined05 UserDefined0523
Page 1 and 2: Pastel Accounting LinkVersion 2011.
Page 3 and 4: Pastel Accounting LinkTable of Cont
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 25 and 26: The following message displays, inf
Page 27 and 28: From the Record Type drop-down menu
Page 29 and 30: Link existing ACT! contacts with co
Page 31 and 32: The Pastel Accounting Create / Edit
Page 33 and 34: Search for the corresponding record
Page 35 and 36: Link All ACT! contact records to ma
Page 37 and 38: Select the criteria fields by makin
Page 39 and 40: Click on the Finish button to start
Page 41 and 42: The Pastel Accounting Create/ Edit
Page 43 and 44: Enter the Account Code that you wan
Page 45 and 46: Updating Linked RecordsAfter linkin
Page 47 and 48: Click on the OK button to start the
Page 49 and 50: Look for the contact Will Smith:Sel
Page 51 and 52: Pastel Accounting Link TabAfter the
Page 53 and 54: BalancesTerms53
Page 55 and 56: View Linked Contact SummaryGo to th

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