Difference between revisions of "Template:Customer"

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::*'''Use the {{{1}}} Billing Address''' - Use the billing address from the {{{1}}} order instead of the address for the default customer.
 
::*'''Use the {{{1}}} Billing Address''' - Use the billing address from the {{{1}}} order instead of the address for the default customer.
 
::*'''Use the {{{1}}} Shipping Address''' - Use the shipping address from the {{{1}}} order instead of the address for the default customer.
 
::*'''Use the {{{1}}} Shipping Address''' - Use the shipping address from the {{{1}}} order instead of the address for the default customer.
:*'''Use the {{{1}}} Customer and Address''' - This option will import the {{{1}}} customer instead of using a generic customer.
+
:*'''Use the {{{1}}} Customer and Address''' - This option will import the {{{1}}} customer from the order instead of using a generic customer.
 
::*'''Name''' - Select the {{{1}}} field that contains that customer name that should be imported into Fishbowl.
 
::*'''Name''' - Select the {{{1}}} field that contains that customer name that should be imported into Fishbowl.
 
::*'''Contact''' - Select the {{{1}}} field that contains that customer contact that should be imported into Fishbowl.  
 
::*'''Contact''' - Select the {{{1}}} field that contains that customer contact that should be imported into Fishbowl.  
 
::*'''Phone''' - Select the {{{1}}} field that contains that phone number that should be imported into Fishbowl.  
 
::*'''Phone''' - Select the {{{1}}} field that contains that phone number that should be imported into Fishbowl.  
 
{{#ifeq:{{{1}}}|Salesforce||::*'''Email''' - Select the {{{1}}} field that contains that email address that should be imported into Fishbowl.}}
 
{{#ifeq:{{{1}}}|Salesforce||::*'''Email''' - Select the {{{1}}} field that contains that email address that should be imported into Fishbowl.}}

Revision as of 20:34, 20 December 2018

Cart Customer.png
Use the options below to determine how customers are created in Fishbowl and what information is imported into Fishbowl.
  • Use a Default customer - This option will associate all imported sales orders with the customer selected in the Customer field. This could be used with a generic Fishbowl customer such as {{{1}}} customer.
  • Use the {{{1}}} Billing Address - Use the billing address from the {{{1}}} order instead of the address for the default customer.
  • Use the {{{1}}} Shipping Address - Use the shipping address from the {{{1}}} order instead of the address for the default customer.
  • Use the {{{1}}} Customer and Address - This option will import the {{{1}}} customer from the order instead of using a generic customer.
  • Name - Select the {{{1}}} field that contains that customer name that should be imported into Fishbowl.
  • Contact - Select the {{{1}}} field that contains that customer contact that should be imported into Fishbowl.
  • Phone - Select the {{{1}}} field that contains that phone number that should be imported into Fishbowl.
  • Email - Select the {{{1}}} field that contains that email address that should be imported into Fishbowl.