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Apprentice |
Ok. not too sure why this is happening, I have a new organization in Daylite who have 3 employees who I am in contact with, they appear as contacts in Daylite and are linked to the organization. When I go to billings and select add new client it only shows up the people from the organization and not the actual organization itself.
Has anyone else experienced this and do they know how it can be fixed????? Thanks in advance for any suggestions. _________________________________________________ Yuki Design & Multimedia 36 Cobden Road, Leytonstone, London, E11 3PH Tel +44 (0)7812 150 918 www.yukimedia.co.uk |
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Marketcircle Team |
You can only pull contacts from Daylite and not organizations.
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Apprentice |
Hi.
Then why does the Billings web site that that it is possible? http://www.billings2.com/daylite/ I quote, "Eliminate double-entry by importing contacts and organizations from Daylite as clients in Billings." cheers Bren |
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Marketcircle Team |
Noted, once I get get an update on this issue I'll post my findings.
Thanks for your feedback. |
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Marketcircle Team |
I have confirmed that his is a bug and we're looking into a fix.
Thanks. |
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Apprentice |
Thank you Oscar. I look forward to your resolution of this issue.
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Apprentice |
Any fix or news on this matter yet? It's kind of annoying...
In the meantime; What is the best way to work around the problem? Any soloutions? (I'm pretty new to Daylite/Billings. Working on the trial, but will buy before it expires.) |
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Apprentice |
As a work around i do the following...
In daylite tick the 'add to sync contacts' checkbox for the organization then in billings add the client from address book and not daylite. Would be nice if it just worked though as its meant to but i hope this helps. _________________________________________________ Yuki Design & Multimedia 36 Cobden Road, Leytonstone, London, E11 3PH Tel +44 (0)7812 150 918 www.yukimedia.co.uk |
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Apprentice |
Your suggestion was very helpful, so thank you
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