I'm having trouble getting the item internal ID like how your mapping shows. When I select Item Internal ID from the field, the customer internal Id pops up instead of how yours show above.

Hi Ivy, I just tried sending you the attachment to your account. Please let me know if it went through..

Morning Ivy, Here is the attached list of the 190 items that needs to be entered into the customer record. Please remember to include "Socorro Contract" for the price level. Thanks Ivy!

our preferred vendor is EPD and yes the part number is our item name/number and display name/code

yes, here's one of the 200 items. Is this what you are looking for as field?

Hi Ivy, The spreadsheet I have is from our vendor. Can you help me create one from saved search so I can import the items and price level into the customer record. thanks Ivy!

Oh sorry, I thought you were Joy. Yes, I have a list of 200 items that I need to import into the customer record exactly how you have it below but I don't know how to create a CSV to do so.

Hi Joy, That's the problem, I don't know how to generate a CSV to import just the items and price level Socorro Contract as soon below. Your snap shot is exactly what I need to import into the customer record. Please help walk me through this. I really appreciate your time.

Hi Joy, Are you still interested in helping me with this matter? I have not heard back since my last message and I'm on a deadline with getting this project completed. As per my last inquiry, do I import the customer record first or the item record? I've tried manually inputting one to test and if I went with your…

Just so we are on the same page. I manually entered this one into this customer record And now I manually entered the cost of this item below. So which should come first, import the 200 items into the customer record or import the cost for each of the 200 items first? Here are the list of the 200 items that I have to get…

Hi Joy, I guess my confusion is where I thought that I would need to import all 200 items into the customer record price level first before I tack on to do the importing of the pricing in each of these 200 items under Socorro Contract. I've tried what you suggested and nothing comes up in the CSV because I have not…

Sorry to bother you again Joy, but could you please walk me through how to create a CSV to import the 200 items into the customer record in the Item Pricing. Thanks, Liz

Hi Joy, I think I need to create a CSV for the customer record first so that all 200 items will show up in item pricing and price level to reflect Socorro Contract. Could you please show me how to create a CSV for this. Thanks, Liz

Hi Joy, would it be possible to just import the amount under Socorro Contract price level? I don't want the changes to affect the base price and the P1-P9 level. I have a specific dollar amount for just that customer.

Hi Joy, Here's one of the items I would like to import, so the source would come from the price level that shows SOCORRO CONTRACT which I was going to ask you how I can import the prices in that column next without having to do each one at a time Thanks, Liz

Hi Joy, The information I need to import is under the financial tab then below that is where I need the 200 items to listed in ITEM and SOCORRO CONTRACT listed in Price Level. Would this be the same steps mentioned in creating the CSV? If so, could you please walk me through on how to create a CSV for this in saved search…

Hello, Not employee insurance, this is for the business insurance.

I found it, thanks Ely!

Sorry Ely, one more thing. Can I filter the date to go back only 5 years. There are customers on this report that haven't purchase from us in a long time.

Great, thank you so much for your help Ely!

Hello, I'm creating a customer contacts report that I would like to have their phone numbers and job titles and emails. Thanks, Liz

Perfect, thank you Dominica for your help!

Hello, The customer double paid for an invoice is all it is. I just want to know how do I post the second payment towards a paid invoice, not partial?

Nevermind, I got it figured out.

Michelle, How do I customize the color, black and yellow like this dashboard. Also, where do I go to set up the sales reps by sales orders to show up on the new dashboard.

Hi Michelle, I'm confused, there are several users using the sales admin role as myself so if I save my personalized dashboard will my dashboard come up for other users to see? I don't want that to happen. Just so I am clear on what I need accomplish. I have a personalized dashboard in the sales admin role and recently…

ok got it, thanks Joahnna!

Also, option won't work because I still need other roles to be able to utilize the make copy feature.

Oh wait just to confirm. I can use the same sales order form and be able to restrict the make copy feature for certain each certain role?

Sorry Joahnna, I'm a bit confused, I thought you said I couldn't select two of the same transaction type form. So even if I remove the make copy on the new form I created, I couldn't select preferred along with the existing preferred form