August 2019 Update – Parent Customer Mapping

We will be adding a drop down with a list of parent customers you can choose. They will include these options:

• Company
• Store Name
• Single Name (Web Store)

Right now, users must choose from a large list of confusing customer options:

• Parent:Order Number
• Parent:Job First Name Last Name
• Parent:Job Last Name, First Name
• Store Name:Job Last Name, First Name
• Store Name:Company Name (If Supplied)

These options will be removed and your user settings will be migrated to the new system. On our install wizard, we will remove many of the customer modes.

This new feature offers many benefits:

• More possibilities in matching parent customers.
• Less confusing array of customer matching modes.

Here is a screenshot of the new drop down list: