Eileen Durand

  • Total activity 70
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 53

Activity overview

Latest activity by Eileen Durand

  • Eileen Durand commented,

    1. User Guide
    2. Accounts & Contacts
    3. Manage Relationships Between Accounts and Contacts

    Lee, thanks a lot for this - really appreciate it.  Unfortunately for us we are hosted so I cannot do any updates myself, I can only do it through an import or an "edit multiple".  Hopefully UB can...

  • Eileen Durand commented,

    1. User Guide
    2. Accounts & Contacts
    3. Manage Relationships Between Accounts and Contacts

    Can someone please help out with the following: I used an update import to change the status of 350 contacts to Inactive.  After I did so, I went back and looked at the record of the contact and sa...

  • Eileen Durand commented,

    1. User Guide
    2. Accounts & Contacts
    3. The Account Merge Process

    Hi, I am wondering about the Contacts during the merge.  It looks to me that when there are contacts on a merge-from account, the address on the contact gets lost and takes on the address of the de...

    • View comment
    • Eileen Durand
    • 0 votes

  • Eileen Durand commented,

    1. User Guide
    2. Accounts & Contacts
    3. Import Accounts and Contacts

    Hello, based on this item below: "If Duplicate Checking is performed, the system will search for duplicates comparing the existing accounts in Ungerboeck and the accounts you want to import" Can so...

    • View comment
    • Eileen Durand
    • 0 votes

  • Eileen Durand commented,

    1. User Guide
    2. Accounts & Contacts
    3. Account and Contact Import Tips

    Hello, does someone have a list of all the possible account/contact fields that can be imported?  I have a template but do not think it contains all possible fields.  I also do not have any informa...

  • Eileen Durand commented,

    1. User Guide
    2. Accounts & Contacts
    3. Inactivate, Hide or Delete Accounts and Contacts

    hello, we have an exhibitor record on an event that when we click the account record for it, it is coming up as archived so that it cannot be edited.  can someone please let me know how I can acces...

    • View comment
    • Eileen Durand
    • 0 votes

  • Eileen Durand commented,

    1. Configuration Guide
    2. Resources & Price Lists
    3. Add a Resource

    Katie, that's what I did, but on the v19 window, the resource (or inventory item) does not display.  Is it because we are not managing inventory anywhere?  We have not worked with inventory at all....

    • View comment
    • Eileen Durand
    • 0 votes

  • Eileen Durand commented,

    1. Configuration Guide
    2. Resources & Price Lists
    3. Add a Resource

    Thank you Katie - are there any written "steps" for it?  I put a cost on a resource, chose Tools/cost synchronization and when I end up in V19 the resource area is blank.  I then typed in the resou...

    • View comment
    • Eileen Durand
    • 0 votes

  • Eileen Durand commented,

    1. Configuration Guide
    2. Resources & Price Lists
    3. Add a Resource

    Thanks Lee - it's a great start.  I think that is probably exactly what we are looking for.  Now I've got to figure out how to do it.  I see under Tools there is a cost synchronization option for v...

    • View comment
    • Eileen Durand
    • 0 votes

  • Eileen Durand commented,

    1. Configuration Guide
    2. Resources & Price Lists
    3. Add a Resource

    hello, can someone let us know how putting in base costs and associated costs filter upward to a price list or an order item?  It seems there are places on order items for cost, on price list items...