Pastel Accounting Link Manual

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Select Yes if you want to allow updates for this record and click on the Finish button tocomplete the process.The contact was created as a new record in the Partner database.44
Updating Linked RecordsAfter linking your records in both the Pastel Partner and ACT! databases, you will now beable to upgrade mapped fields from ACT! to Partner or Partner to ACT!.This update process can be done on single records or on multiple records.Updating ALL linked recordsGo to the Accounting Link menu in ACT! and select the Update Linked Contacts option.The Pastel Accounting Update Linked Contacts window displays:Click on the Select All button, to select all of the linked contacts.45
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 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 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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