Customer Forum

Topic	Replies	Last reply Sort ascending
Normal topic Saving Mapping Setting for Imports By Sharon 2 years 1 month ago	1	By Sam (Workbooks Online) 2 years 1 month ago
Normal topic Setting up an Import Template for use with an SFTP/FTP Server By Jamie (Workbooks Online) 2 years 1 month ago	0	n/a
Normal topic Appending information into multi-select fields (instead of overwriting) By Tim 2 years 4 months ago	1	By Sam (Workbooks Online) 2 years 4 months ago
Normal topic Why can I not see People's Employers? By Sam (Workbooks Online) 3 years 4 months ago	0	n/a
Normal topic How to Import customer credit payment days for Invoicing By Sam (Workbooks Online) 3 years 6 months ago	0	n/a
Normal topic Queue By Laura 3 years 6 months ago	1	By Sam (Workbooks Online) 3 years 6 months ago
Normal topic How can I reduce errors in my Import? By Sam (Workbooks Online) 3 years 6 months ago	0	n/a
Normal topic Transaction Document (Quote, Order, Invoice, Contract etc.) Import Tip to Populate Accounting Period Mandatory Field By Workbooks Support 7 years 1 month ago	2	By Sam (Workbooks Online) 3 years 8 months ago
Normal topic Import warning "Newlines are not allowed" By Jasmine 3 years 9 months ago	1	By Sam (Workbooks Online) 3 years 9 months ago
Normal topic Importing a SQL database By Anastasia 4 years 1 month ago	1	By Ross (Workbooks Online) 4 years 1 month ago
Normal topic Importing a Marketing Campaign and its Members. By Workbooks Support 4 years 11 months ago	0	n/a
Normal topic ‘Imports awaiting response’ Notification By Workbooks Support 5 years 5 months ago	0	n/a
Normal topic Implementing Multiple Line Items to New and Existing Orders By Workbooks Support 5 years 11 months ago	0	n/a
Normal topic importing by mac By External 6 years ago	1	By Workbooks Support 5 years 11 months ago
Normal topic Importing Party Relationships By Workbooks Support 6 years 5 months ago	0	n/a
Normal topic Updating the "Employer" field on a Person record via Import By Workbooks Support 6 years 5 months ago	0	n/a
Normal topic Importing People & Organisations By External 6 years 8 months ago	1	By Workbooks Support 4 years 6 months ago
Normal topic Importing bulk Emails By External 6 years 8 months ago	1	By Workbooks Support 4 years 6 months ago
Normal topic Importing Pricing & Supply Schemes By Workbooks Support 6 years 8 months ago	0	n/a
Normal topic Assigning records to queues when importing By Workbooks Support 6 years 9 months ago	0	n/a
Normal topic Importing notes that have separate lines By Workbooks Support 7 years 4 months ago	0	n/a
Normal topic Updating home contact details using import By Workbooks Support 8 years 2 months ago	0	n/a
Normal topic Restoring All Organisations By External 8 years 3 months ago	3	By External 7 years 5 months ago
Normal topic Importing accented characters - CSV contains accented characters which look wrong in Workbooks By Workbooks Support 10 years ago	3	By Workbooks Support 4 years 6 months ago
Normal topic importing notes separately By External 8 years 4 months ago	1	By External 7 years 5 months ago