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  • We are experiencing this exact issue. The problem I have with creating a new customer card is, you are missing all of the history that is associated with the old customer card......all of the items they have purchased, all of the activities that were made, their paying history, all of the notes, etc. You would now have two…
  • I have a potential customer that will require EDI processing capabilities, and would like to know if anyone else is using EDI. If so, how is it working, and who/what service are you using? Thanks. We are currently considering different EDI providers. Did you choose to go with B2B, and if so how is your experience? If not…