Address Book Setup Guide - Revision history

Freddy at 16:20, 21 December 2021

2021-12-21T16:20:09Z

2020-06-29T16:36:25Z

2020-06-04T16:49:33Z

2020-06-04T16:48:55Z

‎Import User in Adjutant Records

2019-01-04T18:08:04Z

2019-01-04T18:05:22Z

‎Scrub and Import Customer, Vendor, and Contact Data

2018-09-25T14:37:01Z

2018-04-10T14:47:16Z

2018-04-10T14:26:05Z

‎Add or Import Employee Contact Records

2018-04-10T14:25:31Z

‎Add or Import Employee Contact Records

← Older revision		Revision as of 16:20, 21 December 2021
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		+	==Review System Functionality==
		+
		+	Once all core system setup has been completed, perform the following system functionality tests. Some of these will require additional setup in other areas in order to create transactions and report data for testing. Work through each associated setup guide to complete the required setup and verify that each area below is functioning as expected in the new server setup.
		+
		+	* Verify that reports can be previewed
		+	* Verify that drilldowns work, this uses an HTML viewer different than previewing a regular report
		+	* Verify that the doc vaults are accessible
		+	* Verify that printing is working
		+	* Verify that both outbound/inbound emailing are working

	[[Category: Setup Guides]]		[[Category: Setup Guides]]

	[[Category: Address Book]]		[[Category: Address Book]]

← Older revision		Revision as of 16:36, 29 June 2020
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	* [http://www.abiscorp.com/faq/index.php?title=Vendor_Import_Guide Vendor Import Guide]		* [http://www.abiscorp.com/faq/index.php?title=Vendor_Import_Guide Vendor Import Guide]

−	* [http://www.abiscorp.com/faq/index.php?title=Contact_Import_Guide Contacts Import ~~Conversion~~ Guide]	+	* [http://www.abiscorp.com/faq/index.php?title=Contact_Import_Guide Contacts Import Guide]

@@ Line 105: / Line 105: @@
 * Complete all needed columns in the template file
 * Use the Import User File screen to import and create the user records
 ==Prepare for Data Imports==

@@ Line 98: / Line 98: @@
 ===Import User in Adjutant Records===
-After employee contact records have been imported (or added manually), use the '''''USERIMP TEMPLATE FILE.XLS''''' template to create User in Adjutant records for all employees that will log in to Adjutant. The Import User utility creates the User in Adjutant attribute with all data from the import template filled out.  You will still need to assign security options for each user.
+After employee contact records have been imported (or added manually), use the '''''USERIMP TEMPLATE FILE.XLS''''' template to create User in Adjutant records for all employees that will log in to Adjutant. The [[User Record Import Guide]] covers the import format and procedures. The Import User utility creates the User in Adjutant attribute with all data from the import template filled out.  You will still need to assign security options for each user.
 * Perform a SQL query to isolate all of the employee contact records from the vcontact table. The 'CONTID' value is needed for each employee to link to the User in Adjutant record.
@@ Line 105: / Line 105: @@
 * Complete all needed columns in the template file
 * Use the Import User File screen to import and create the user records
 ==Prepare for Data Imports==

← Older revision		Revision as of 18:08, 4 January 2019
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	Each implementation is unique, and there may be additional setup or configuration needed beyond what is covered in this guide.		Each implementation is unique, and there may be additional setup or configuration needed beyond what is covered in this guide.
		+
		+	The [http://www.abiscorp.com/faq/index.php?title=Sales_Tax_and_Zip_Code_Setup_Guide Sales Tax and Zip Code Setup Guide] should be reviewed and completed before adding Organizations. It will help avoid issues with missing counties and missing tax tables.

@@ Line 164: / Line 164: @@
 Refer to Address Book Conversion Guides for detailed information on the import and reconciliation process.
-* [http://www.abiscorp.com/faq/index.php?title=Customer_Import_Guide Customer Import Conversion Guide]
+* [http://www.abiscorp.com/faq/index.php?title=Customer_Import_Guide Customer Import Guide]
-* [ Vendor Import Conversion Guide]
+* [http://www.abiscorp.com/faq/index.php?title=Vendor_Import_Guide Vendor Import Guide]
 [[Category: Setup Guides]]
 [[Category: Address Book]]

← Older revision		Revision as of 14:37, 25 September 2018
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	==Scrub and Import Customer, Vendor, and Contact Data==		==Scrub and Import Customer, Vendor, and Contact Data==

−	Refer to Address Book Conversion ~~Guide (UNDER CONSTRUCTION)~~ for detailed information on the import and reconciliation process.	+	Refer to Address Book Conversion Guides for detailed information on the import and reconciliation process.

		+	* [http://www.abiscorp.com/faq/index.php?title=Customer_Import_Guide Customer Import Conversion Guide]
		+
		+	* [ Vendor Import Conversion Guide]
		+
		+	* [ Contacts Import Conversion Guide]

@@ Line 71: / Line 71: @@
 For larger customers with many employees, get an employee list with job title, and all contact information and create a contact import file.
-Use the '''CONTACTIMPORT TEMPLATE FILE.XLS''' template and gather the following details for each employee:
+Use the '''''CONTACTIMPORT TEMPLATE FILE.XLS''''' template and gather the following details for each employee:
 *Full Name (First, Middle, Last)
@@ Line 92: / Line 92: @@
 *Project Extra 1,2,3 (these labels are usually redefined per customer, sets the employee as these roles for Projects)
 *Contract Manager (defines the employee as the internal contact for Contract Master)
 ==Prepare for Data Imports==