| |
When using Sage MAS 90 or 200 ERP 4.1 linked to ACT! by Sage with the new
ACT! Link, you may find you need to create matching contact records in
one application or the other, after the initial accounting link has been
established. The following procedures explain how to accomplish this.
Use the first set of steps if you have contacts in ACT! by Sage that
you want to add to Sage MAS 90 or 200. Use the second set of steps if you
have contacts in Sage MAS 90 or 200 that you want to add to ACT! by
Sage.
|
|
| |
Creating Sage MAS 90 Contacts From ACT! Contact Records
|
|
| |
|
1.
|
Open ACT!, click the Companies button, and select the appropriate company.
|
|
2.
|
Click the Accounting Links tab. From the Record Owner drop-down box, select ACT!
|
|
3.
|
Click the Contacts tab, and click the Add/Remove contacts button.
|
|
4.
|
Click the Contacts button, and click the New Contact button.
|
|
5.
|
Enter all required fields, and click OK, three times.
|
|
6.
|
Open Tools/ACT! Link to MAS 90/Refresh Current Company.
|
|
|
| |
Creating ACT! Contacts From Sage MAS 90 Contact Records
|
|
| |
|
1.
|
Open ACT! by Sage, click the Companies button, and select the appropriate company.
|
|
2.
|
Click the Accounting Links tab. From the Record Owner drop-down box, select MAS 90.
|
|
3.
|
In Sage MAS 90 or 200, open
Accounts Receivable/Main/Customer Maintenance, and select the customer
for which you want to create ACT! contact records.
|
|
4.
|
Click on the Contacts button and create a contact.
|
|
5.
|
Click the Accept button twice.
|
|
6.
|
In ACT!, open Tools/ACT! Link to MAS 90/ Update/Load Companies.
|
|
7.
|
Check the Select check box for the appropriate company.
|
|
8.
|
Click the Accept button
|
|
|
| |
The new contact is copied into the linked ACT! by Sage company's
contact file, and the required key fields from the contact are copied into
the ACT! contact record to establish the contact link record.
|
|
| |
|
|
| |
©Copyright
2000–2007 Tango Marketing, LLC. www.tango-marketing.com World
rights reserved. Reproduction in whole or in part without permission is
prohibited.
******************
|
|
| |
|
|
| |
Click here to Go to the Business Technology Solutions Newsletter Web Page
|
|
