Your Privacy
We use cookies to give you a better experience in Fiscal Harmony Support
You can learn more about what kind of cookies we use, why, and how from our Privacy Policy. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings in our cookie banner to change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer. For more details, check out our Privacy Policy link below.
Strictly Necessary Cookies
These cookies are necessary for the website to function and cannot be switched off in our systems, but do not store any person information. They are usually set in response to your actions that triggers a request for services, such as setting your privacy preferences, logging in or filling forms. You can change your browser settings to alert you about these cookies, but some parts of the Website may not work.
View Cookies
So there is a definite issue where the plugin is mapping to the Customer Name and not to the Company name
The Company Name is grouped with all the other company details address email etc
The Customer Name is used to search for the Company Name for example Xpress Printshop customer name could even be Scott for example.
The benefit of the Customer Name is that wild cards can be put there to help find the I'll List a few Company Record examples with Trading Name
Electrosales > Power Speed
Electromechanica > Palemoon Investments
Elite > Hamplain Grand Industries
The Company Name and Trade name list goes on.
I have attached a picture
Please can you review how your mapping is done,
Attachments (1)
Xpress.PNG
37.7 KB
0 Votes
0 Comments
Login to post a comment