Big Business 9.9 adds Copy Comments in the Customer Card Prefs. This feature copies Comment from the Customer Card to the Private Comments on new Quotes, Sales Orders, and Invoices. (6556)
To enable Copy Comments:
1. Go to Customer Prefs
2. Click on Customer Card Prefs
3. Click the checkbox for Copy Commments
4. Click OK to save Customer Card Prefs
5. Click OK to save Customer Prefs
Customer Comment appears on the Customer Card now in the lower right so it grows.
This Solution describes its features. (6452)
Customer Comment provides a convenient place for notes. Its features include:
Grows with Customer Card window resize
Includes Comment button to open Comment window for editing and spell-check
Included on Customer in BizApp for iPad or iPhone for updating
Included on ShipInfo for Middleware/ODBC for updating
Changes to Customer Features
Big Business includes a number of Customer features and enhancements:
You can choose from multiple customer shipping and billing addresses on quotes, sales order, and invoices.
Long comments can be included with quotes, sales orders, and invoices.
The Other Charges field includes calculations.
You can adjust the price level for individual quotes, sales orders, and invoices.
Quotes, sales orders, and invoices include a field for shipping weights.
VAT taxes are supported.
You can place customers on credit hold.
You can determine the consequences of a customer exceeding their credit limit.
You can control printing preferences separately for quotes, sales orders, and invoices.
You can determine how many days of transactions to display in the History view of Customer Cards.
See Chapter 3 of the Big Business Users Guide for detailed instructions about existing Customer features. (3069)
Here are some of the advanced Customer Features covered here:
Using multiple Shipping and Billing addresses
Including Long Comments with Line Items
Using Other Charges
Changing the price level for individual transactions
Including shipping weights
Defining complex Sales Taxes
Placing customers on Credit Hold
Setting Credit Checking on Sales Orders and Invoices
Setting printing preferences for Quotes, Sales Orders, and Invoices
Changing how many days of History to view on Customer Cards
Auto-Generating Customer Codes
Requiring Unique Customer Codes
Batch Deleting Customers and Customer Transactions
Changing the Tax Status of Items on Sales Transactions
Adding Automatic Notes to Sales Transactions
Setting to Warn or Prevent Save of Sales Transactions with out-of-stock Items
Viewing Inventory Status from Sales Orders and Invoices
Performing Credit Verification on Sales Orders
Printing Backorders on Invoices
Using Standardized Labels
See Chapter 3 of the Big Business Users Guide for detailed instructions about normal Customer features, such as creating a Customer Card or Invoice.
Big Business Version 2.5 includes a number of new Customer features and enhancements:
Auto-Generate Customer Codes
Require Unique Customer Codes
Batch Delete Customers and Customer Transactions
Change the Tax Status of Items on Sales Transactions
Add Automatic Notes to Sales Transactions
Warn or Prevent Save of Sales Transactions with out-of-stock Items
View Inventory Status from Sales Orders and Invoices
Perform Credit Verification on Sales Orders
Print Backorders on Invoices
Standardized Label Support
Big Business 2.5 allows you to Batch Delete Customer Cards which have no transactions. Because this Delete is permanent, you should exercise proper caution in its use. Customers with any transaction history cannot be deleted. Refer to the section on Employee Access Privileges for restricting Access to the Batch Delete tool. You may also want to Back Up your Company data file, or export the selection of Customer Cards you are attempting to Delete, prior to deleting them.
To Batch Delete Customers, using the Customer QuickSearch:
1. Find the selection of Customer Cards to Delete.
2. Click the Batch Delete tool to Delete all Customer Cards in the current Customer List.
Big Business will display a confirmation dialogue offering to Continue or Cancel.
3. Select Continue to attempt to permanently Delete all Customers in the selection.
Big Business will display those Customers who could not be deleted.
If you select one Customer in the List and click Batch Delete, Big Business will display a dialogue with a choice of Deleting the selected Customer, Deleting all Customers in the List, or Canceling.
If there are Customers in your selection which could not be Deleted because they are used in related transactions, Big Business will provide you a list of those Customers which could not be Deleted.
This feature is designed to clean up erroneous imports of Customers and Customers who have no transactions. Using the Import Tag feature in Big Business (e.g. "Imported 3/22/99") you can find all Customers in an import with a Customer QuickSearch.
This Solution provides a list of the fields exported from the Customer QuickSearch. (3535)
Save to Disk, on a Customer QuickSearch, exports the following Customer information to a tab-delimited text file:
Customer Listing, Company Name, Customer Code, Customer Type, Salutation, First Name, Last Name, Title, Billing Name, Billing Address 1, Billing Address 2, Billing City, Billing State, Billing Zip, Billing Country, Shipping Name, Shipping Address 1, Shipping Address 2, Shipping City, Shipping State, Shipping Zip, Shipping Country, Phone Label 1, Phone Number 1, Phone Label 2, Phone Number 2, Phone Label 3, Phone Number 3, Phone Label 4, Phone Number 4, Price Level, Salesperson, Balance, Terms, Credit Limit, Tax Status, Resale #, Shipping Method, Average Payment Days, Invoice Quantity, On Order, Last Finance Charge Date, Last Payment Date, Last Invoice Date, Receivable Category, Income Category, Custom1, Custom2, Custom3, Custom4, Custom5, Custom6, Custom7, Custom8, Custom9, Custom10, Custom11, Custom12
By opening the export file into a spreadsheet, you can quickly remove unwanted columns of information or save the file in another format.
Emailing Statements is being added as a customization. To start, an Email Statements checkbox has been added to the Contact window that appears from Additional Contacts. This lets you set a recipient. (6979)