Export Card Files
I need to export all of the pages in a card file, such as page 3 "buyer detail". I seem to be able to only export the first page of the card (name, address, phone, etc.)
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Support Staff 1 Posted by Checkout Suppor... on 18 May, 2015 08:56 PM
Hi Shila,
Checkout has the ability to export out all the information tied to the customer card (address, email, phone, comments etc.) except the Order and Invoices Totals.
Is this what you are referring to when you say "page 3" ?
If so, unfortunately there is not a way to export this information out of Checkout.
Regards,
Matt
Checkout Support
2 Posted by Shila Spice on 18 May, 2015 10:02 PM
Matt, thank you so much for getting back to me. My issue is in reference to
the part of the vendor card file that lists if payments are to be recorded
on a 1099, which is 3rd tab (page) of the card file actually labeled
³buying details. If you know what might have gone wrong, I would appreciate
your advice. Now I am thinking is maybe I setup the new company as the
wrong type of company. Our companies are mobilehome parks and really don¹t
fit into the sales, service, time billing we deal with park maintenance
issues and billing of space rent, etc.
I pasted a copy of what the page looks like on my other 7 companies. See
screen shot below:
The new company I am setting up, which I transferred the card file does not
even have the field in reference, i.e. I couldn¹t even enter by hand without
the field. I pasted a copy from the new company I was trying to setup, which
didn¹t completely transfer. See screen shot below: