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MOVE AR INFO TO CONTACT MGR (Read 314 times)
carolg
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MOVE AR INFO TO CONTACT MGR
09/14/10 at 12:46:14
 
We have some items in Contact Manager from years ago.  They are worthless to us now.  Is there any way to roll all the present AR fields/information into Contact Manager without inputting each customer's information individually.
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carie
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Re: MOVE AR INFO TO CONTACT MGR
Reply #1 - 09/14/10 at 14:57:20
 
You could delete the current CM accounts and then use CM-K to add AR accounts to CM. If you want them to stay updated use the CM default to say yes to coordinate edits.
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Evo-ERP Version 2015.2 with Build 7/02/2015
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Carie Kirk
McDantim Inc
Helena, Montana
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