Difference between revisions of "Template:Customer"

From Fishbowl
Jump to navigation Jump to search
 
(7 intermediate revisions by the same user not shown)
Line 1: Line 1:
 
{{ImageSubtab|Customer}}
 
{{ImageSubtab|Customer}}
 
:Use the options below to determine how customers are created in Fishbowl and what information is imported into Fishbowl.
 
: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 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}}} 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 from the order instead of using a generic customer.
+
:*'''Use the {{{1}}} Customer and Addresses''' - This option will import the addresses and customer from the {{{1}}} 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 the customer name that should be imported into Fishbowl.
::*'''Contact''' - Select the {{{1}}} field that contains that customer contact that should be imported into Fishbowl.
+
::*'''Alternate Name''' - An alternate field mapping when the primary mapping does not contain data.
::*'''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.}}
 

Latest revision as of 22:19, 6 May 2020

Cart Customer.png
Use the options below to determine how customers are created in Fishbowl and what information is imported into Fishbowl.
  • Use 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 Addresses - This option will import the addresses and customer from the {{{1}}} order instead of using a generic customer.
  • Name - Select the {{{1}}} field that contains the customer name that should be imported into Fishbowl.
  • Alternate Name - An alternate field mapping when the primary mapping does not contain data.