Pastel Accounting Link Manual

More documents

Recommendations

Info

Select whether you want to allow updates pertaining to this record and click on the Finishbutton to complete the process.Your ACT! contact has now been linked with the corresponding Pastel Partner record.34
Link All ACT! contact records to matching Pastel Account RecordsYou currently have an ACT! database containing matching Pastel Partner records. Theserecords might have been imported via Excel into the database or you have added themmanually.In ACT!, go to the Accounting Link menu and then select the Create / Edit Contact option.The Pastel Accounting Create / Edit Contact Link window displays:35
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 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 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

Pastel Accounting Link Manual

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?