Pastel Accounting Link Manual

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Updating specific / single contact recordGo to the Accounting Link menu in ACT! and select Update Linked Contacts option.The Pastel Accounting Update Linked Contacts window displays:Use the search area to type the contact’s name you want to update.48
Look for the contact Will Smith:Select the contact by ticking the tick next to the contact. Also select the synchronisationand/or update method.49
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 44 and 45: Select Yes if you want to allow upd
Page 46 and 47: Now select a synchronisation and/or
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

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