000195 : ConnectIt-Sage50 Configuration | Customers tab settings
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| Created: |
03 Jul 2009 |
| Last Updated: |
26 Sep 2014 |
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1.Select the Sage Customer Account Reference is in QuoteWerks if you have this within the QuoteWerks document.
2.Select from the Account Reference field dropdown menu which field the Sage Customer Account Reference is held.
3.Select from the # characters to use in Customer ‘n’ character Find field how many characters from the start of the QuoteWerks Company Name that ConnectIt will use in trying to find a match. Setting this value to the maximum 60 turns ‘n’ character search off.
4.Click the Save button.
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