> Summary
> Aging
> Customer
> D&B
> Financial
> IICG
> Notes
> References
SETUP
> Field Selection
> Design
HELP
> Contents
> Index
> Tutorial
Instructions: Select which fields to import from your company database by adding or subtracting checkmarks. You can also rename the 3 User Defined fields if you want to import more than what is shown. Then enter your company's field name address
Once done, click on the Update button.
| Select | Field Name Label | Field Name Address |
| Account# | ||
| Customer Name | ||
| DBA | ||
| Address 1 | ||
| Address 2 | ||
| City | ||
| State | ||
| Zip / Postal Code | ||
| Country | ||
| Legal ID | ||
| SIC | ||
| Public Co Symbol | ||
| Public Co Exchange | ||
| Contact Name | ||
| Title | ||
| Telephone | ||
| Ext | ||
| Fax | ||
| Cell | ||
| Web Address | ||
| Credit Line | ||
| Credit Line Date | ||
| Duns# | ||
| Duns Monitor | ||
| Experian# | ||
| Creditworthy# | ||
| Credit Mgr | ||
| Salesman | ||
| User Defined 1 | ||
| User Defined 2 | ||
| User Defined 3 |