New Features / Program
the ability to import Customers or Prospects from a "paste-in"
style datasheet. In the Customer screen, click the "Import
Customers" menu option, then select the top option
to Import Customers. To paste your data from an excel sheet,
highlight the 1st column of data in excel, such as the first
name, then right click in the first name column in the paste-in
sheet, and choose paste (or <Ctrl>V to paste). Continue
pasting column by column until you are finished. Select
whether the data should be added as customers by checking
the box, then click 'accept and add' to add the customers.
Import Customers and Integration Mode for our quoting and
invoicing programs: Instant Quote Professional and PC Reseller
System. In the Customers screen, you can now click, from
the customer menu, "Import Customers", then select
"Import Customers from Instant Quote Professional or
PC Reseller System". In the screen that opens, simply
browse to your Instant Quote Pro database (database.mdb
for version's 5 and below, or database.accdb for version's
6 and up), or your PC Reseller System database (database.mdb),
then set the 'Import?' box for each customer to import Customers.
To automatically save any new customers or customer field
changes to Instant Quote Pro or PC Reseller System, check
the "Integrate with Instant Quote Pro / PC Reseller.."
checkbox in the Import screen or the Setup Options screen.
When using the 'Add Customer from Clipboard' button, you
will now be notified if you are pasting in a duplicate customer.