Postgres Connections
Postgres Settings are found in System toolbar, Company card, on Connect Settings tab.
Click the Postgres button to show Postgres Connections and choose one or click New.
Postgres Settings
Postgres Settings let you enter credentials for your Postgres database for Live Archive.
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.
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.
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.