Contact Store
Contact Store is updated on Contact card to help you record the Store they come from.
Stores is an add-on to help you track multiple channels for sales, each with an identity. Store One might be your primary, while Store Two has a different address for printing.
Store Categories automate accounting, Cash Drawers tally deposits, and many Connect options like Ecwid, HubSpot, Shopify, or WooCommerce let you assign to keep track.
Contacts Export
Contacts Export is updated to include fields you might need if using Import Contacts.
Added fields include Inactive, Store, Ship Attention, Ship Address 3/Department, Ship ID 1, Ship ID 2, Ship ID 3, and Comment. In Contacts Search, click Export, then All.
In Excel, go File, Open to open the export file and click Finish on Text Import Wizard. After making changes, Save As, Text (Tab delimited), and close the file before Import.
Update Contacts Import
Update Contacts is a new import for making bulk changes to your existing Contacts.
Use Matching to choose the field to find existing Contacts, like Email, and map fields you want to change, like Ship ID 1. You might also create a Tag that helps you track.
In the picture, Contacts were exported, ShipID1 was added in Excel, and the file saved. Then, in System toolbar, Import, the file was chosen to Import Into, Update Contacts.
Ship To (Lookup)
Ship To is the name and address box that appears on-screen and on printouts and can be used to import text but it can also import Lookup values like an email for a Contact.
Import an Email Address to Ship To (Lookup) and BigBusiness will find the Customer or Contact, belonging to a Customer, to load their Shipping Name and Address details.
This function is extensible for custom lookups such as for large customers with Coded locations. Upload their locations as Contacts to use for automated purchasing import.
Chapter 106 Contact Admin
Contact Admin covers several options to help your company use Contacts effectively.
If you have large customers with hundreds or thousands of ShipTo's that is easy to do.
If you have customers with several people who place orders, that easy to manage, too.
Contacts can be imported, updated, looked up easily and added on the fly to handle shipping addresses, contact information, and specialty settings like sales taxes, to start.
Import Contacts
Big Business imports Contacts and includes Linking so you can link them to Customers as Additional Contacts or multiple Ship To's using Company Name or Customer Code.
This Solution describes using on this feature. (6248)
When importing Contacts you can choose Linking by:
• Company Name
• Code
These look for an exact match of Company Name, or between Contact Code and Customer Code, to link the Contact to a Customer Card where it will appear as an Additional Contact and be available to select as an alternate addess for Bill To or Ship To on Quotes, Sales Orders, and Invoices.
Use the Contact Search with the Link File search criterion to determine which Contacts are, or are not, linked to Customers.
On a Contact Card you can specify the link by choosing Customer as the Link File and then selecting a Customer in Contact Linked To.
Matching Contacts
Matching Contacts is a new feature to help you control Update Duplicates on Import.
Choose a matching setting based on what information you have in the import and in your Contacts, and Big Business will match and update the right ones automatically.
For example, Contacts used as ShipTo's have an Shipping Address 1 entry at the least. Or, you might have Contact Codes or be using Ship ID 1 for your customers' id codes.
Batch Delete of Contacts
This solution describes how to Batch Delete Contacts. If you need to correct an error from an import or delete contacts from prior years that are now out of date, use the Batch Delete tool to remove a group of contacts found with the Contact QuickSearch. (3411)
Big Business includes the ability to Batch Delete Contacts. Because this Delete is permanent, you should exercise proper caution in its use. Refer to the section on Employee Access Privileges for restricting Access to the Batch Delete tool. You may also want to Back Up your Company data file, or export the selection of Purchase Orders you are attempting to Delete, prior to deleting them.
To Batch Delete Contacts, using the Contact QuickSearch:
1. Find the Contacts you'd like to Delete.
Keep in mind that Contacts include the Additional Contacts for Customers and Vendors.
2. Click the Batch Delete tool to Delete all Contacts in the current List.
Big Business will display a confirmation dialogue offering to Continue or Cancel.
3. Select Continue to permanently Delete all Contact in the list.
If you select one Contact in the List and click Batch Delete, Big Business will display a dialogue with a choice of Deleting the selected Contact, Deleting all Contacts in the List, or Canceling.
Contact Batch Delete is particularly useful if you import a large number of Contacts as prospective Customers or Vendors. Using the Import Tag feature in Big Business, e.g. "Imported 12/25/98," or the QuickChange found in Contact QuickSearch can make easy work of keeping your prospect list.
Matching Ship ID
Ship ID 1 can be used for a store code or location code to id your customers' ShipTo's.
Load Addresses, Ship To, puts them on the Shipping tab. Dialog Prefs, Live List puts them on a popup for Ship To, Other that you can Filter (type an entry above column).
They can then be used for customizing order automation. And they can be used to update Contacts from a spreadsheet if Ship ID 1 is the way to find the ones to change.
Matching Address
Matching Address lets you update Contacts used as Ship To's that do not have Codes.
If you have large customers with hundreds or thousands of ShipTo's, you might need to import a spreadsheet with changes. Matching Address helps change the right ones.
In an import of Contacts, you can choose Update Duplicates with Matching done by Shipping Address 1. This will find the contact using street address and make changes.