QB name vs Miva login

I believe that QuickBooks uses Name as the unique key and Miva uses the =
login. This makes sense. However, this creates a problem trying to =
look up a customer in Quick books. Is there any hope/chance/interest =
in having Synchro post the last name + login into QB as the name. For =
example, Tom smith with a login of tsmith ..... his QB entry would be =
Smith (tsmith).... =20

Anybody have any thoughts on this?

Thanks....
Dean....

QB name vs Miva login



Hi Dean,

Well, this can be easily done with the Custom Fields option in Miva Synchro
v1.5.

Jimmy
Miva Support Engineer
Please REPLY to keep message history.

Miva Corporation
(858) 490-2570
Mon. - Fri., 9am - 5pm (PST)

***********************************
Do you have questions? We have answers!
Check out our FAQ at:
<A HREF ="http://www.miva.com/support/faqs">http://www.miva.com/support/faqs</A>
***********************************
NEW! Miva Service Club
Starting at only $149/yr.
Visit www.miva.com/support for details.
***********************************



-----Original Message-----
From: Dean Mayes [mailto:[email protected]]
Sent: Monday, March 15, 2004 12:02 PM
To: [email protected]
Subject: [scu] QB name vs Miva login


I believe that QuickBooks uses Name as the unique key and Miva uses the
login. This makes sense. However, this creates a problem trying to look up
a customer in Quick books. Is there any hope/chance/interest in having
Synchro post the last name + login into QB as the name. For example, Tom
smith with a login of tsmith ..... his QB entry would be Smith (tsmith)....


Anybody have any thoughts on this?

Thanks....
Dean....

QB name vs Miva login



Jimmy,
I thought you had a good solution but it doesn't do it. I got thinking =
and then tried it....=20

In QuickBooks the "Name" is the "Customer:Job List" key. While your =
solution does assign the "Last Name" and "First Name" fields, it does =
NOT assign the "NAME" field. What I need is for the QB "Name" field to =
get "Smith (tsmith)" from your example below. Even better yet, would =
be for the QB "Name" field to get "Smith, Tom (tsmith)". This would =
then guarentee a unique key for QB and Merchant yet still allow for =
searching on customer name in QB. =20

Right now, there is no way to quickly find a customer during a phone =
call and be able to run various QB reports on them while they are on =
the phone and there is no way to quickly spot if the same customer sent =
in a mail order (manual QB search by last name and then entry) this =
month and did an internet order 4 months ago.

Do you have any other ideas or am I still missing something?

Thanks....
Dean...=20

>>> Miva User Group Support <[email protected]> 03/16/04 13:13 PM =
>>>
Hi Dean,

Well, you would associate the Miva Merchant Last Name with the =
QuickBooks
First Name. Then, you would associate the Miva Merchant Login with the
QuickBooks Last Name. Now, it won't have the parenthesis around the =
login,
but "Tom Smith" would show up in QuickBooks as "Smith tsmith".

Jimmy
Miva Support Engineer
Please REPLY to keep message history.

Miva Corporation
(858) 490-2570
Mon. - Fri., 9am - 5pm (PST)

***********************************
Do you have questions? We have answers!
Check out our FAQ at:
<A HREF ="http://www.miva.com/support/faqs">http://www.miva.com/support/faqs</A>
***********************************
NEW! Miva Service Club
Starting at only $149/yr.
Visit www.miva.com/support for details.
***********************************



-----Original Message-----
From: Dean Mayes [mailto:[email protected]]
Sent: Tuesday, March 16, 2004 5:14 AM
To: [email protected]
Subject: RE: [scu] QB name vs Miva login


Jimmy,
Humm... That is great.... however, I couldn't figure it out... and I =
didn't
see how in the docs... can you give me a pointer? I looked and tried a =
few
things but just don't see how to "concatenate" the last name and the =
login.
That is, to set up the rule to have=20

<customer billing Lname> +< login> =97-> <QB Name> =20

to yield in QB a customer name that looks something like =97-- =
Smith
(bsmith)=20

Can you either point me to the area in the docs that explain this or =
give me
an idea how to do the concatenation? It is probably right in front of =
me
but I just don't see it......=20

Thanks....

Dean...

>>> Miva User Group Support <[email protected]> 03/15/04 05:37PM =
>>>
Hi Dean,

Well, this can be easily done with the Custom Fields option in Miva =
Synchro
v1.5.

Jimmy
Miva Support Engineer
Please REPLY to keep message history.

Miva Corporation
(858) 490-2570
Mon. - Fri., 9am - 5pm (PST)

***********************************
Do you have questions? We have answers!
Check out our FAQ at:
<A HREF ="http://www.miva.com/support/faqs=20">http://www.miva.com/support/faqs=20</A>
***********************************
NEW! Miva Service Club
Starting at only $149/yr.
Visit www.miva.com/support for details.
***********************************



-----Original Message-----
From: Dean Mayes [mailto:[email protected]]=20
Sent: Monday, March 15, 2004 12:02 PM
To: [email protected]=20
Subject: [scu] QB name vs Miva login


I believe that QuickBooks uses Name as the unique key and Miva uses the
login. This makes sense. However, this creates a problem trying to =
look up
a customer in Quick books. Is there any hope/chance/interest in having
Synchro post the last name + login into QB as the name. For example, =
Tom
smith with a login of tsmith ..... his QB entry would be Smith =
(tsmith)....


Anybody have any thoughts on this?

Thanks....
Dean....

QB name vs Miva login



Hi Jimmy,
Well this is bad news for me... I kind of understand this but I think =
Burns QBIMPORT product does in fact import such that the QB "Name" =3D =
"last name + login" so I am kind of wondering why Synchro cannot do =
this as well? =20

I suspect that it is due to the "bi-directional" synchronization that =
Synchro is doing. This really is a problem for me... Can I make a =
request?=20

I would request that you create a concatenated field that appears under =
the "Merchant" side of the Customer fields options area. This =
concatenated field would be equal to:

"Merchant Billing Last Name" + "," + "Merchant Billing First Name" =
+ "(" + "merchant Login" + ")"

(If the length looks like it will hit some QB "Name" field length =
limit, then just the Last name and login would work.)

By way of example, call the new field "Name:login:concat (Read only)". =
I can then configure my customer synchro to include the following =
rules:
"name:login:concat (Read only)" =97----- "Name" =97---- Merchant->QB =
=97------ Creation
"name:login:concat (Read only)" =97----- "Name" =97---- Merchant->QB =
=97------ Update

I realize that it would be problematic if I tried to synchronize this =
in the other direction or as "both"..... either an error routine be =
implemented or a simple statement of "buyer beware" be issued by you =
folks...

I certainly do not know the inner workings of Synchro but it would seam =
to me that you gather all the pieces during the synchronization process =
and to build the concatenation field would be possible.... but again, I =
am not the one trying to manage the code behind this.....

Is there anybody else out there that would see this as helping?

Does anybody have any tricks on how to "find" customers quickly and =
easily with QuickBooks and more importantly, "synchronize" customers =
that build different login names at different times or that you build =
from mail orders, walk-ins, phone orders, etc.? I "merge" all of these =
into a single customer record in QuickBooks as soon as I discover them. =
=20


Thanks.....
Dean...



>>> Miva User Group Support <[email protected]> 03/16/04 05:51PM =
>>>
Hi Dean,

I talked it over with Development and unfortunately, what you are =
wanting to
do cannot be done. That Customer Name field in QuickBooks can only be =
mapped
to one field from Miva Merchant. We do not have the ability to map =
multiple
fields from Miva Merchant into one field in QuickBooks, which would be
required for what you want to do.

Thanks.

Jimmy
Miva Support Engineer
Please REPLY to keep message history.

Miva Corporation
(858) 490-2570
Mon. - Fri., 9am - 5pm (PST)

***********************************
Do you have questions? We have answers!
Check out our FAQ at:
<A HREF ="http://www.miva.com/support/faqs=20">http://www.miva.com/support/faqs=20</A>
***********************************
NEW! Miva Service Club
Starting at only $149/yr.
Visit www.miva.com/support for details.
***********************************



-----Original Message-----
From: Dean Mayes [mailto:[email protected]]=20
Sent: Tuesday, March 16, 2004 2:16 PM
To: [email protected]=20
Subject: RE: [scu] QB name vs Miva login


Jimmy,
I thought you had a good solution but it doesn't do it. I got thinking =
and
then tried it....=20

In QuickBooks the "Name" is the "Customer:Job List" key. While your
solution does assign the "Last Name" and "First Name" fields, it does =
NOT
assign the "NAME" field. What I need is for the QB "Name" field to get
"Smith (tsmith)" from your example below. Even better yet, would be =
for the
QB "Name" field to get "Smith, Tom (tsmith)". This would then =
guarentee a
unique key for QB and Merchant yet still allow for searching on =
customer
name in QB. =20

Right now, there is no way to quickly find a customer during a phone =
call
and be able to run various QB reports on them while they are on the =
phone
and there is no way to quickly spot if the same customer sent in a mail
order (manual QB search by last name and then entry) this month and did =
an
internet order 4 months ago.

Do you have any other ideas or am I still missing something?

Thanks....
Dean...=20

>>> Miva User Group Support <[email protected]> 03/16/04 13:13 PM =
>>>
Hi Dean,

Well, you would associate the Miva Merchant Last Name with the =
QuickBooks
First Name. Then, you would associate the Miva Merchant Login with the
QuickBooks Last Name. Now, it won't have the parenthesis around the =
login,
but "Tom Smith" would show up in QuickBooks as "Smith tsmith".

Jimmy
Miva Support Engineer
Please REPLY to keep message history.

Miva Corporation
(858) 490-2570
Mon. - Fri., 9am - 5pm (PST)

***********************************
Do you have questions? We have answers!
Check out our FAQ at:
<A HREF ="http://www.miva.com/support/faqs=20">http://www.miva.com/support/faqs=20</A>
***********************************
NEW! Miva Service Club
Starting at only $149/yr.
Visit www.miva.com/support for details.
***********************************



-----Original Message-----
From: Dean Mayes [mailto:[email protected]]=20
Sent: Tuesday, March 16, 2004 5:14 AM
To: [email protected]=20
Subject: RE: [scu] QB name vs Miva login


Jimmy,
Humm... That is great.... however, I couldn't figure it out... and I =
didn't
see how in the docs... can you give me a pointer? I looked and tried a =
few
things but just don't see how to "concatenate" the last name and the =
login.
That is, to set up the rule to have=20

<customer billing Lname> +< login> =97-> <QB Name> =20

to yield in QB a customer name that looks something like =97-- =
Smith
(bsmith)=20

Can you either point me to the area in the docs that explain this or =
give me
an idea how to do the concatenation? It is probably right in front of =
me
but I just don't see it......=20

Thanks....

Dean...

>>> Miva User Group Support <[email protected]> 03/15/04 05:37PM =
>>>
Hi Dean,

Well, this can be easily done with the Custom Fields option in Miva =
Synchro
v1.5.

Jimmy
Miva Support Engineer
Please REPLY to keep message history.

Miva Corporation
(858) 490-2570
Mon. - Fri., 9am - 5pm (PST)

***********************************
Do you have questions? We have answers!
Check out our FAQ at:
<A HREF ="http://www.miva.com/support/faqs=20">http://www.miva.com/support/faqs=20</A>
***********************************
NEW! Miva Service Club
Starting at only $149/yr.
Visit www.miva.com/support for details.
***********************************



-----Original Message-----
From: Dean Mayes [mailto:[email protected]]=20
Sent: Monday, March 15, 2004 12:02 PM
To: [email protected]=20
Subject: [scu] QB name vs Miva login


I believe that QuickBooks uses Name as the unique key and Miva uses the
login. This makes sense. However, this creates a problem trying to =
look up
a customer in Quick books. Is there any hope/chance/interest in having
Synchro post the last name + login into QB as the name. For example, =
Tom
smith with a login of tsmith ..... his QB entry would be Smith =
(tsmith)....


Anybody have any thoughts on this?

Thanks....
Dean....

QB name vs Miva login



Our 2 licenses vote yes for such a feature revision. The described =
spec and
implementation works for us. -ajs

Andrew J Stone
Partner
The Info Group
MLS & AJS, LLC
(817)379-5775
=20
-----Original Message-----
From: Dean Mayes [mailto:[email protected]]=20
Sent: Wednesday, March 17, 2004 6:48 AM
To: [email protected]
Subject: RE: [scu] QB name vs Miva login

Hi Jimmy,
Well this is bad news for me... I kind of understand this but I think =
Burns
QBIMPORT product does in fact import such that the QB "Name" =3D "last =
name +
login" so I am kind of wondering why Synchro cannot do this as well? =20

I suspect that it is due to the "bi-directional" synchronization that
Synchro is doing. This really is a problem for me... Can I make a =
request?=20

I would request that you create a concatenated field that appears under =
the
"Merchant" side of the Customer fields options area. This concatenated
field would be equal to:

"Merchant Billing Last Name" + "," + "Merchant Billing First Name" =
+
"(" + "merchant Login" + ")"

(If the length looks like it will hit some QB "Name" field length =
limit,
then just the Last name and login would work.)

By way of example, call the new field "Name:login:concat (Read only)". =
I
can then configure my customer synchro to include the following rules:
"name:login:concat (Read only)" ------ "Name" ----- Merchant->QB =
-------
Creation
"name:login:concat (Read only)" ------ "Name" ----- Merchant->QB =
-------
Update

I realize that it would be problematic if I tried to synchronize this =
in the
other direction or as "both"..... either an error routine be =
implemented or
a simple statement of "buyer beware" be issued by you folks...

I certainly do not know the inner workings of Synchro but it would seam =
to
me that you gather all the pieces during the synchronization process =
and to
build the concatenation field would be possible.... but again, I am not =
the
one trying to manage the code behind this.....

Is there anybody else out there that would see this as helping?

Does anybody have any tricks on how to "find" customers quickly and =
easily
with QuickBooks and more importantly, "synchronize" customers that =
build
different login names at different times or that you build from mail =
orders,
walk-ins, phone orders, etc.? I "merge" all of these into a single =
customer
record in QuickBooks as soon as I discover them. =20


Thanks.....
Dean...



>>> Miva User Group Support <[email protected]> 03/16/04 05:51PM =
>>>
Hi Dean,

I talked it over with Development and unfortunately, what you are =
wanting to
do cannot be done. That Customer Name field in QuickBooks can only be =
mapped
to one field from Miva Merchant. We do not have the ability to map =
multiple
fields from Miva Merchant into one field in QuickBooks, which would be
required for what you want to do.

Thanks.

Jimmy
Miva Support Engineer
Please REPLY to keep message history.

Miva Corporation
(858) 490-2570
Mon. - Fri., 9am - 5pm (PST)

***********************************
Do you have questions? We have answers!
Check out our FAQ at:
<A HREF ="http://www.miva.com/support/faqs=20">http://www.miva.com/support/faqs=20</A>
***********************************
NEW! Miva Service Club
Starting at only $149/yr.
Visit www.miva.com/support for details.
***********************************



-----Original Message-----
From: Dean Mayes [mailto:[email protected]]=20
Sent: Tuesday, March 16, 2004 2:16 PM
To: [email protected]=20
Subject: RE: [scu] QB name vs Miva login


Jimmy,
I thought you had a good solution but it doesn't do it. I got thinking =
and
then tried it....=20

In QuickBooks the "Name" is the "Customer:Job List" key. While your
solution does assign the "Last Name" and "First Name" fields, it does =
NOT
assign the "NAME" field. What I need is for the QB "Name" field to get
"Smith (tsmith)" from your example below. Even better yet, would be =
for the
QB "Name" field to get "Smith, Tom (tsmith)". This would then =
guarentee a
unique key for QB and Merchant yet still allow for searching on =
customer
name in QB. =20

Right now, there is no way to quickly find a customer during a phone =
call
and be able to run various QB reports on them while they are on the =
phone
and there is no way to quickly spot if the same customer sent in a mail
order (manual QB search by last name and then entry) this month and did =
an
internet order 4 months ago.

Do you have any other ideas or am I still missing something?

Thanks....
Dean...=20

>>> Miva User Group Support <[email protected]> 03/16/04 13:13 PM =
>>>
Hi Dean,

Well, you would associate the Miva Merchant Last Name with the =
QuickBooks
First Name. Then, you would associate the Miva Merchant Login with the
QuickBooks Last Name. Now, it won't have the parenthesis around the =
login,
but "Tom Smith" would show up in QuickBooks as "Smith tsmith".

Jimmy
Miva Support Engineer
Please REPLY to keep message history.

Miva Corporation
(858) 490-2570
Mon. - Fri., 9am - 5pm (PST)

***********************************
Do you have questions? We have answers!
Check out our FAQ at:
<A HREF ="http://www.miva.com/support/faqs=20">http://www.miva.com/support/faqs=20</A>
***********************************
NEW! Miva Service Club
Starting at only $149/yr.
Visit www.miva.com/support for details.
***********************************



-----Original Message-----
From: Dean Mayes [mailto:[email protected]]=20
Sent: Tuesday, March 16, 2004 5:14 AM
To: [email protected]=20
Subject: RE: [scu] QB name vs Miva login


Jimmy,
Humm... That is great.... however, I couldn't figure it out... and I =
didn't
see how in the docs... can you give me a pointer? I looked and tried a =
few
things but just don't see how to "concatenate" the last name and the =
login.
That is, to set up the rule to have=20

<customer billing Lname> +< login> --> <QB Name> =20

to yield in QB a customer name that looks something like --- Smith
(bsmith)=20

Can you either point me to the area in the docs that explain this or =
give me
an idea how to do the concatenation? It is probably right in front of =
me
but I just don't see it......=20

Thanks....

Dean...

>>> Miva User Group Support <[email protected]> 03/15/04 05:37PM =
>>>
Hi Dean,

Well, this can be easily done with the Custom Fields option in Miva =
Synchro
v1.5.

Jimmy
Miva Support Engineer
Please REPLY to keep message history.

Miva Corporation
(858) 490-2570
Mon. - Fri., 9am - 5pm (PST)

***********************************
Do you have questions? We have answers!
Check out our FAQ at:
<A HREF ="http://www.miva.com/support/faqs=20">http://www.miva.com/support/faqs=20</A>
***********************************
NEW! Miva Service Club
Starting at only $149/yr.
Visit www.miva.com/support for details.
***********************************



-----Original Message-----
From: Dean Mayes [mailto:[email protected]]=20
Sent: Monday, March 15, 2004 12:02 PM
To: [email protected]=20
Subject: [scu] QB name vs Miva login


I believe that QuickBooks uses Name as the unique key and Miva uses the
login. This makes sense. However, this creates a problem trying to =
look up
a customer in Quick books. Is there any hope/chance/interest in having
Synchro post the last name + login into QB as the name. For example, =
Tom
smith with a login of tsmith ..... his QB entry would be Smith =
(tsmith)....


Anybody have any thoughts on this?

Thanks....
Dean....

QB name vs Miva login



Jimmy,
Have you had a chance to talk to the developers to see if there is a
chance in implementing this option?

Thanks...
Dean...


>>> "Andrew J Stone" <[email protected]> 03/17/04 08:39AM
>>>
Our 2 licenses vote yes for such a feature revision. The described
spec and
implementation works for us. -ajs

Andrew J Stone
Partner
The Info Group
MLS & AJS, LLC
(817)379-5775

-----Original Message-----
From: Dean Mayes [mailto:[email protected]]
Sent: Wednesday, March 17, 2004 6:48 AM
To: [email protected]
Subject: RE: [scu] QB name vs Miva login

Hi Jimmy,
Well this is bad news for me... I kind of understand this but I think
Burns
QBIMPORT product does in fact import such that the QB "Name" = "last
name +
login" so I am kind of wondering why Synchro cannot do this as well?

I suspect that it is due to the "bi-directional" synchronization that
Synchro is doing. This really is a problem for me... Can I make a
request?

I would request that you create a concatenated field that appears under
the
"Merchant" side of the Customer fields options area. This
concatenated
field would be equal to:

"Merchant Billing Last Name" + "," + "Merchant Billing First Name"
+
"(" + "merchant Login" + ")"

(If the length looks like it will hit some QB "Name" field length
limit,
then just the Last name and login would work.)

By way of example, call the new field "Name:login:concat (Read only)".
I
can then configure my customer synchro to include the following rules:
"name:login:concat (Read only)" ------ "Name" ----- Merchant->QB
-------
Creation
"name:login:concat (Read only)" ------ "Name" ----- Merchant->QB
-------
Update

I realize that it would be problematic if I tried to synchronize this
in the
other direction or as "both"..... either an error routine be
implemented or
a simple statement of "buyer beware" be issued by you folks...

I certainly do not know the inner workings of Synchro but it would seam
to
me that you gather all the pieces during the synchronization process
and to
build the concatenation field would be possible.... but again, I am not
the
one trying to manage the code behind this.....

Is there anybody else out there that would see this as helping?

Does anybody have any tricks on how to "find" customers quickly and
easily
with QuickBooks and more importantly, "synchronize" customers that
build
different login names at different times or that you build from mail
orders,
walk-ins, phone orders, etc.? I "merge" all of these into a single
customer
record in QuickBooks as soon as I discover them.


Thanks.....
Dean...



>>> Miva User Group Support <[email protected]> 03/16/04 05:51PM
>>>
Hi Dean,

I talked it over with Development and unfortunately, what you are
wanting to
do cannot be done. That Customer Name field in QuickBooks can only be
mapped
to one field from Miva Merchant. We do not have the ability to map
multiple
fields from Miva Merchant into one field in QuickBooks, which would be
required for what you want to do.

Thanks.

Jimmy
Miva Support Engineer
Please REPLY to keep message history.

Miva Corporation
(858) 490-2570
Mon. - Fri., 9am - 5pm (PST)

***********************************
Do you have questions? We have answers!
Check out our FAQ at:
<A HREF ="http://www.miva.com/support/faqs ">http://www.miva.com/support/faqs </A>
***********************************
NEW! Miva Service Club
Starting at only $149/yr.
Visit www.miva.com/support for details.
***********************************



-----Original Message-----
From: Dean Mayes [mailto:[email protected]]
Sent: Tuesday, March 16, 2004 2:16 PM
To: [email protected]
Subject: RE: [scu] QB name vs Miva login


Jimmy,
I thought you had a good solution but it doesn't do it. I got thinking
and
then tried it....

In QuickBooks the "Name" is the "Customer:Job List" key. While your
solution does assign the "Last Name" and "First Name" fields, it does
NOT
assign the "NAME" field. What I need is for the QB "Name" field to
get
"Smith (tsmith)" from your example below. Even better yet, would be
for the
QB "Name" field to get "Smith, Tom (tsmith)". This would then
guarentee a
unique key for QB and Merchant yet still allow for searching on
customer
name in QB.

Right now, there is no way to quickly find a customer during a phone
call
and be able to run various QB reports on them while they are on the
phone
and there is no way to quickly spot if the same customer sent in a
mail
order (manual QB search by last name and then entry) this month and did
an
internet order 4 months ago.

Do you have any other ideas or am I still missing something?

Thanks....
Dean...

>>> Miva User Group Support <[email protected]> 03/16/04 13:13 PM
>>>
Hi Dean,

Well, you would associate the Miva Merchant Last Name with the
QuickBooks
First Name. Then, you would associate the Miva Merchant Login with the
QuickBooks Last Name. Now, it won't have the parenthesis around the
login,
but "Tom Smith" would show up in QuickBooks as "Smith tsmith".

Jimmy
Miva Support Engineer
Please REPLY to keep message history.

Miva Corporation
(858) 490-2570
Mon. - Fri., 9am - 5pm (PST)

***********************************
Do you have questions? We have answers!
Check out our FAQ at:
<A HREF ="http://www.miva.com/support/faqs ">http://www.miva.com/support/faqs </A>
***********************************
NEW! Miva Service Club
Starting at only $149/yr.
Visit www.miva.com/support for details.
***********************************



-----Original Message-----
From: Dean Mayes [mailto:[email protected]]
Sent: Tuesday, March 16, 2004 5:14 AM
To: [email protected]
Subject: RE: [scu] QB name vs Miva login


Jimmy,
Humm... That is great.... however, I couldn't figure it out... and I
didn't
see how in the docs... can you give me a pointer? I looked and tried a
few
things but just don't see how to "concatenate" the last name and the
login.
That is, to set up the rule to have

<customer billing Lname> +< login> --> <QB Name>

to yield in QB a customer name that looks something like --- Smith
(bsmith)

Can you either point me to the area in the docs that explain this or
give me
an idea how to do the concatenation? It is probably right in front of
me
but I just don't see it......

Thanks....

Dean...

>>> Miva User Group Support <[email protected]> 03/15/04 05:37PM
>>>
Hi Dean,

Well, this can be easily done with the Custom Fields option in Miva
Synchro
v1.5.

Jimmy
Miva Support Engineer
Please REPLY to keep message history.

Miva Corporation
(858) 490-2570
Mon. - Fri., 9am - 5pm (PST)

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-----Original Message-----
From: Dean Mayes [mailto:[email protected]]
Sent: Monday, March 15, 2004 12:02 PM
To: [email protected]
Subject: [scu] QB name vs Miva login


I believe that QuickBooks uses Name as the unique key and Miva uses
the
login. This makes sense. However, this creates a problem trying to
look up
a customer in Quick books. Is there any hope/chance/interest in
having
Synchro post the last name + login into QB as the name. For example,
Tom
smith with a login of tsmith ..... his QB entry would be Smith
(tsmith)....


Anybody have any thoughts on this?

Thanks....
Dean....

Duplicate Names



I purchased Synchro several months ago and as of yet, have not been able to
get is to work properly. I do have a few questions, because I'm not sure if
it can actually work for some of the situations we experience. I have
updated to 1.5.

How does Synchro handle duplicate customer names? If I have a customer
named John Smith in QB and a new customer named John Smith places an order,
besides having Miva overwrite the old customer, is there anyway to import
the new customer and have the old customer stay in QB as well.

Can I import 1 batch at a time?. Can I import 1 order at a time?

Thanks,


--
Michael Lynch

www.intheholegolf.com

IN THE HOLE! Golf
P.O. Box 11471
Jackson, WY 83002

888-733-8383
307-690-6009

QB name vs Miva login



I am wondering if the suggestion I made with respect to getting control =
over customers "Name" listing in QB is/will get any =
review/consideration? =20

Also, is there a process/list to send request/suggestions to for future =
releases? =20

>>> "Dean Mayes" <[email protected]> 03/19/04 09:17 AM >>>
Jimmy,
Have you had a chance to talk to the developers to see if there is a
chance in implementing this option?

Thanks...
Dean...


>>> "Andrew J Stone" <[email protected]> 03/17/04 08:39AM
>>>
Our 2 licenses vote yes for such a feature revision. The described
spec and
implementation works for us. -ajs

Andrew J Stone
Partner
The Info Group
MLS & AJS, LLC
(817)379-5775
=20
-----Original Message-----
From: Dean Mayes [mailto:[email protected]]=20
Sent: Wednesday, March 17, 2004 6:48 AM
To: [email protected]=20
Subject: RE: [scu] QB name vs Miva login

Hi Jimmy,
Well this is bad news for me... I kind of understand this but I think
Burns
QBIMPORT product does in fact import such that the QB "Name" =3D "last
name +
login" so I am kind of wondering why Synchro cannot do this as well? =20

I suspect that it is due to the "bi-directional" synchronization that
Synchro is doing. This really is a problem for me... Can I make a
request?=20

I would request that you create a concatenated field that appears under
the
"Merchant" side of the Customer fields options area. This
concatenated
field would be equal to:

"Merchant Billing Last Name" + "," + "Merchant Billing First Name"=20
+
"(" + "merchant Login" + ")"

(If the length looks like it will hit some QB "Name" field length
limit,
then just the Last name and login would work.)

By way of example, call the new field "Name:login:concat (Read only)".=20
I
can then configure my customer synchro to include the following rules:
"name:login:concat (Read only)" ------ "Name" ----- Merchant->QB
-------
Creation
"name:login:concat (Read only)" ------ "Name" ----- Merchant->QB
-------
Update

I realize that it would be problematic if I tried to synchronize this
in the
other direction or as "both"..... either an error routine be
implemented or
a simple statement of "buyer beware" be issued by you folks...

I certainly do not know the inner workings of Synchro but it would seam
to
me that you gather all the pieces during the synchronization process
and to
build the concatenation field would be possible.... but again, I am not
the
one trying to manage the code behind this.....

Is there anybody else out there that would see this as helping?

Does anybody have any tricks on how to "find" customers quickly and
easily
with QuickBooks and more importantly, "synchronize" customers that
build
different login names at different times or that you build from mail
orders,
walk-ins, phone orders, etc.? I "merge" all of these into a single
customer
record in QuickBooks as soon as I discover them. =20


Thanks.....
Dean...



>>> Miva User Group Support <[email protected]> 03/16/04 05:51PM
>>>
Hi Dean,

I talked it over with Development and unfortunately, what you are
wanting to
do cannot be done. That Customer Name field in QuickBooks can only be
mapped
to one field from Miva Merchant. We do not have the ability to map
multiple
fields from Miva Merchant into one field in QuickBooks, which would be
required for what you want to do.

Thanks.

Jimmy
Miva Support Engineer
Please REPLY to keep message history.

Miva Corporation
(858) 490-2570
Mon. - Fri., 9am - 5pm (PST)

***********************************
Do you have questions? We have answers!
Check out our FAQ at:
<A HREF ="http://www.miva.com/support/faqs=20">http://www.miva.com/support/faqs=20</A>
***********************************
NEW! Miva Service Club
Starting at only $149/yr.
Visit www.miva.com/support for details.
***********************************



-----Original Message-----
From: Dean Mayes [mailto:[email protected]]=20
Sent: Tuesday, March 16, 2004 2:16 PM
To: [email protected]=20
Subject: RE: [scu] QB name vs Miva login


Jimmy,
I thought you had a good solution but it doesn't do it. I got thinking
and
then tried it....=20

In QuickBooks the "Name" is the "Customer:Job List" key. While your
solution does assign the "Last Name" and "First Name" fields, it does
NOT
assign the "NAME" field. What I need is for the QB "Name" field to
get
"Smith (tsmith)" from your example below. Even better yet, would be
for the
QB "Name" field to get "Smith, Tom (tsmith)". This would then
guarentee a
unique key for QB and Merchant yet still allow for searching on
customer
name in QB. =20

Right now, there is no way to quickly find a customer during a phone
call
and be able to run various QB reports on them while they are on the
phone
and there is no way to quickly spot if the same customer sent in a
mail
order (manual QB search by last name and then entry) this month and did
an
internet order 4 months ago.

Do you have any other ideas or am I still missing something?

Thanks....
Dean...=20

>>> Miva User Group Support <[email protected]> 03/16/04 13:13 PM
>>>
Hi Dean,

Well, you would associate the Miva Merchant Last Name with the
QuickBooks
First Name. Then, you would associate the Miva Merchant Login with the
QuickBooks Last Name. Now, it won't have the parenthesis around the
login,
but "Tom Smith" would show up in QuickBooks as "Smith tsmith".

Jimmy
Miva Support Engineer
Please REPLY to keep message history.

Miva Corporation
(858) 490-2570
Mon. - Fri., 9am - 5pm (PST)

***********************************
Do you have questions? We have answers!
Check out our FAQ at:
<A HREF ="http://www.miva.com/support/faqs=20">http://www.miva.com/support/faqs=20</A>
***********************************
NEW! Miva Service Club
Starting at only $149/yr.
Visit www.miva.com/support for details.
***********************************



-----Original Message-----
From: Dean Mayes [mailto:[email protected]]=20
Sent: Tuesday, March 16, 2004 5:14 AM
To: [email protected]=20
Subject: RE: [scu] QB name vs Miva login


Jimmy,
Humm... That is great.... however, I couldn't figure it out... and I
didn't
see how in the docs... can you give me a pointer? I looked and tried a
few
things but just don't see how to "concatenate" the last name and the
login.
That is, to set up the rule to have=20

<customer billing Lname> +< login> --> <QB Name> =20

to yield in QB a customer name that looks something like --- Smith
(bsmith)=20

Can you either point me to the area in the docs that explain this or
give me
an idea how to do the concatenation? It is probably right in front of
me
but I just don't see it......=20

Thanks....

Dean...

>>> Miva User Group Support <[email protected]> 03/15/04 05:37PM
>>>
Hi Dean,

Well, this can be easily done with the Custom Fields option in Miva
Synchro
v1.5.

Jimmy
Miva Support Engineer
Please REPLY to keep message history.

Miva Corporation
(858) 490-2570
Mon. - Fri., 9am - 5pm (PST)

***********************************
Do you have questions? We have answers!
Check out our FAQ at:
<A HREF ="http://www.miva.com/support/faqs=20">http://www.miva.com/support/faqs=20</A>
***********************************
NEW! Miva Service Club
Starting at only $149/yr.
Visit www.miva.com/support for details.
***********************************



-----Original Message-----
From: Dean Mayes [mailto:[email protected]]=20
Sent: Monday, March 15, 2004 12:02 PM
To: [email protected]=20
Subject: [scu] QB name vs Miva login


I believe that QuickBooks uses Name as the unique key and Miva uses
the
login. This makes sense. However, this creates a problem trying to
look up
a customer in Quick books. Is there any hope/chance/interest in
having
Synchro post the last name + login into QB as the name. For example,
Tom
smith with a login of tsmith ..... his QB entry would be Smith
(tsmith)....


Anybody have any thoughts on this?

Thanks....
Dean....

QB name vs Miva login



I have forwarded the request to Development for review. I have not heard
back yet. Any requests you have for Miva Synchro can be posted to this user
group.

Thanks.

Jimmy
Miva Support Engineer
Please REPLY to keep message history.

Miva Corporation
(858) 490-2570
Mon. - Fri., 9am - 5pm (PST)

***********************************
Do you have questions? We have answers!
Check out our FAQ at:
<A HREF ="http://www.miva.com/support/faqs">http://www.miva.com/support/faqs</A>
***********************************
NEW! Miva Service Club
Starting at only $149/yr.
Visit www.miva.com/support for details.
***********************************



-----Original Message-----
From: Dean Mayes [mailto:[email protected]]
Sent: Tuesday, March 23, 2004 4:28 AM
To: [email protected]
Subject: RE: [scu] QB name vs Miva login


I am wondering if the suggestion I made with respect to getting control over
customers "Name" listing in QB is/will get any review/consideration?

Also, is there a process/list to send request/suggestions to for future
releases?

>>> "Dean Mayes" <[email protected]> 03/19/04 09:17 AM >>>
Jimmy,
Have you had a chance to talk to the developers to see if there is a
chance in implementing this option?

Thanks...
Dean...


>>> "Andrew J Stone" <[email protected]> 03/17/04 08:39AM
>>>
Our 2 licenses vote yes for such a feature revision. The described
spec and
implementation works for us. -ajs

Andrew J Stone
Partner
The Info Group
MLS & AJS, LLC
(817)379-5775

-----Original Message-----
From: Dean Mayes [mailto:[email protected]]
Sent: Wednesday, March 17, 2004 6:48 AM
To: [email protected]
Subject: RE: [scu] QB name vs Miva login

Hi Jimmy,
Well this is bad news for me... I kind of understand this but I think
Burns
QBIMPORT product does in fact import such that the QB "Name" = "last
name +
login" so I am kind of wondering why Synchro cannot do this as well?

I suspect that it is due to the "bi-directional" synchronization that
Synchro is doing. This really is a problem for me... Can I make a
request?

I would request that you create a concatenated field that appears under
the
"Merchant" side of the Customer fields options area. This
concatenated
field would be equal to:

"Merchant Billing Last Name" + "," + "Merchant Billing First Name"
+
"(" + "merchant Login" + ")"

(If the length looks like it will hit some QB "Name" field length
limit,
then just the Last name and login would work.)

By way of example, call the new field "Name:login:concat (Read only)".
I
can then configure my customer synchro to include the following rules:
"name:login:concat (Read only)" ------ "Name" ----- Merchant->QB
-------
Creation
"name:login:concat (Read only)" ------ "Name" ----- Merchant->QB
-------
Update

I realize that it would be problematic if I tried to synchronize this
in the
other direction or as "both"..... either an error routine be
implemented or
a simple statement of "buyer beware" be issued by you folks...

I certainly do not know the inner workings of Synchro but it would seam
to
me that you gather all the pieces during the synchronization process
and to
build the concatenation field would be possible.... but again, I am not
the
one trying to manage the code behind this.....

Is there anybody else out there that would see this as helping?

Does anybody have any tricks on how to "find" customers quickly and
easily
with QuickBooks and more importantly, "synchronize" customers that
build
different login names at different times or that you build from mail
orders,
walk-ins, phone orders, etc.? I "merge" all of these into a single
customer
record in QuickBooks as soon as I discover them.


Thanks.....
Dean...



>>> Miva User Group Support <[email protected]> 03/16/04 05:51PM
>>>
Hi Dean,

I talked it over with Development and unfortunately, what you are
wanting to
do cannot be done. That Customer Name field in QuickBooks can only be
mapped
to one field from Miva Merchant. We do not have the ability to map
multiple
fields from Miva Merchant into one field in QuickBooks, which would be
required for what you want to do.

Thanks.

Jimmy
Miva Support Engineer
Please REPLY to keep message history.

Miva Corporation
(858) 490-2570
Mon. - Fri., 9am - 5pm (PST)

***********************************
Do you have questions? We have answers!
Check out our FAQ at:
<A HREF ="http://www.miva.com/support/faqs ">http://www.miva.com/support/faqs </A>
***********************************
NEW! Miva Service Club
Starting at only $149/yr.
Visit www.miva.com/support for details.
***********************************



-----Original Message-----
From: Dean Mayes [mailto:[email protected]]
Sent: Tuesday, March 16, 2004 2:16 PM
To: [email protected]
Subject: RE: [scu] QB name vs Miva login


Jimmy,
I thought you had a good solution but it doesn't do it. I got thinking
and
then tried it....

In QuickBooks the "Name" is the "Customer:Job List" key. While your
solution does assign the "Last Name" and "First Name" fields, it does
NOT
assign the "NAME" field. What I need is for the QB "Name" field to
get
"Smith (tsmith)" from your example below. Even better yet, would be
for the
QB "Name" field to get "Smith, Tom (tsmith)". This would then
guarentee a
unique key for QB and Merchant yet still allow for searching on
customer
name in QB.

Right now, there is no way to quickly find a customer during a phone
call
and be able to run various QB reports on them while they are on the
phone
and there is no way to quickly spot if the same customer sent in a
mail
order (manual QB search by last name and then entry) this month and did
an
internet order 4 months ago.

Do you have any other ideas or am I still missing something?

Thanks....
Dean...

>>> Miva User Group Support <[email protected]> 03/16/04 13:13 PM
>>>
Hi Dean,

Well, you would associate the Miva Merchant Last Name with the
QuickBooks
First Name. Then, you would associate the Miva Merchant Login with the
QuickBooks Last Name. Now, it won't have the parenthesis around the
login,
but "Tom Smith" would show up in QuickBooks as "Smith tsmith".

Jimmy
Miva Support Engineer
Please REPLY to keep message history.

Miva Corporation
(858) 490-2570
Mon. - Fri., 9am - 5pm (PST)

***********************************
Do you have questions? We have answers!
Check out our FAQ at:
<A HREF ="http://www.miva.com/support/faqs ">http://www.miva.com/support/faqs </A>
***********************************
NEW! Miva Service Club
Starting at only $149/yr.
Visit www.miva.com/support for details.
***********************************



-----Original Message-----
From: Dean Mayes [mailto:[email protected]]
Sent: Tuesday, March 16, 2004 5:14 AM
To: [email protected]
Subject: RE: [scu] QB name vs Miva login


Jimmy,
Humm... That is great.... however, I couldn't figure it out... and I
didn't
see how in the docs... can you give me a pointer? I looked and tried a
few
things but just don't see how to "concatenate" the last name and the
login.
That is, to set up the rule to have

<customer billing Lname> +< login> --> <QB Name>

to yield in QB a customer name that looks something like --- Smith
(bsmith)

Can you either point me to the area in the docs that explain this or
give me
an idea how to do the concatenation? It is probably right in front of
me
but I just don't see it......

Thanks....

Dean...

>>> Miva User Group Support <[email protected]> 03/15/04 05:37PM
>>>
Hi Dean,

Well, this can be easily done with the Custom Fields option in Miva
Synchro
v1.5.

Jimmy
Miva Support Engineer
Please REPLY to keep message history.

Miva Corporation
(858) 490-2570
Mon. - Fri., 9am - 5pm (PST)

***********************************
Do you have questions? We have answers!
Check out our FAQ at:
<A HREF ="http://www.miva.com/support/faqs ">http://www.miva.com/support/faqs </A>
***********************************
NEW! Miva Service Club
Starting at only $149/yr.
Visit www.miva.com/support for details.
***********************************



-----Original Message-----
From: Dean Mayes [mailto:[email protected]]
Sent: Monday, March 15, 2004 12:02 PM
To: [email protected]
Subject: [scu] QB name vs Miva login


I believe that QuickBooks uses Name as the unique key and Miva uses
the
login. This makes sense. However, this creates a problem trying to
look up
a customer in Quick books. Is there any hope/chance/interest in
having
Synchro post the last name + login into QB as the name. For example,
Tom
smith with a login of tsmith ..... his QB entry would be Smith
(tsmith)....


Anybody have any thoughts on this?

Thanks....
Dean....