|
What's
New in Instant Customer Tracker
V1.10 (Formerly A-Ware 2000)?
Ver
1.10 11/15/2008
New
Features / Program Changes
----------------------------------------------------------------
 Added
the ability to import Customers or Prospects
from a "paste-in" style datasheet.
In the Customer screen, click the "Import
Customers" menu option, then select
the top option to Import Customers. To
paste your data from an excel sheet, highlight
the 1st column of data in excel, such
as the first name, then right click in
the first name column in the paste-in
sheet, and choose paste (or <Ctrl>V
to paste). Continue pasting column by
column until you are finished. Select
whether the data should be added as customers
by checking the box, then click 'accept
and add' to add the customers.
Added
Import Customers and Integration Mode
for our quoting and invoicing programs:
Instant Quote Professional and PC Reseller
System. In the Customers screen, you can
now click, from the customer menu, "Import
Customers", then select "Import
Customers from Instant Quote Professional
or PC Reseller System". In the screen
that opens, simply browse to your Instant
Quote Pro database (database.mdb for version's
5 and below, or database.accdb for version's
6 and up), or your PC Reseller System
database (database.mdb), then set the
'Import?' box for each customer to import
Customers. To automatically save any new
customers or customer field changes to
Instant Quote Pro or PC Reseller System,
check the "Integrate with Instant
Quote Pro / PC Reseller.." checkbox
in the Import screen or the Setup Options
screen.
Enhancement:
When using the 'Add Customer from Clipboard'
button, you will now be notified if you
are pasting in a duplicate customer.
|
