Uploading sale representative name to customers card

Contributing Cover User Rayting
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Uploading sale representative name to customers card

HI,

 

May I know how do I upload sale representative name to all customer cards without changing any other information in the card and MYOB.

 

Thanks.

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Super Partner GDay53
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Re: Uploading sale representative name to customers card

@Rayting

 

You will need to enter it onto each Customer Card one at a time.

Go to Card File Command Centre > Cards List > Customer tab and then choose your customer.

When the Customer Card opens go to Selling Details tab and in the empty box beside Salesperson entry your representatives name. After you have entered it once it should appear in the drop down list.

Contributing Cover User Rayting
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Re: Uploading sale representative name to customers card

Thanks GDay53, is there no other way?

 

Entering the names one by one will take a while.

Super Partner GDay53
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Re: Uploading sale representative name to customers card

@Rayting

 

There is another way but you have to be very carefull.

First you need to export your customer card list to excel then find the salesperson field. Enter the sales person you want then copy and paste to every card. Then reimport that list saving the changes you have made.

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MYOB Moderator Steven_M
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Re: Uploading sale representative name to customers card

Hi @Rayting

 

Just to aid @GDay53's reply, Help Article: Bulk update customer and supplier cards has information relating to completing that export/import task.

 

Do let us know how you get on and if you require further assistance.


Kind Regards,
Steven
MYOB Client Support
Contributing Cover User Rayting
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Re: Uploading sale representative name to customers card

Hi Steven,

 

We are using desktop based MYOB premier V19. Do you guide for this?

MYOB Moderator Steven_M
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Re: Uploading sale representative name to customers card

Hi @Rayting

 

To my knowledge, there is no guide on bulk updating cards using the AccountRight Classic range. However, it is a similar process to AccountRight 2017 just using different labels for information. You still are required to export out the information, update the information in Excel or another product before importing into AccountRight.


In saying that I have managed to find AccountRight v19 Support Notes: Bulk updating custom price level and quantity breaks & Bulk updating item sell prices which talk about updating inventory in bulk with AccountRight v19. It is the same process as this but with Customer Cards and the Salesperson field.


Kind Regards,
Steven
MYOB Client Support
Contributing Cover User Rayting
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Re: Uploading sale representative name to customers card

Hi Steven,

 

I have successfully uploaded the sales rep card ID, is there anyway to check whether any other information has changed since? Is there anyway I can check that only Sales rep ID has been updated to the customer cards?

 

Thanks.

MYOB Moderator Steven_M
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Re: Uploading sale representative name to customers card

Hi @Rayting

 

There is no direct way to see if a change has been made to a card. The only way that I could think of would be to be to restore a backup to before you made the change and then compare the restored file with the current file.


Kind Regards,
Steven
MYOB Client Support
Ultimate User gavin12345
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Re: Uploading sale representative name to customers card

Hi @Rayting and @Steven_M

 

I may have missed something here but what's wrong with simply opening the Customer Card and looking for the Salesperson under the Selling Details tab -see below:

 

snap19.jpg

 

Regards

Gavin

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