Contacts

Set Supplier Currency

by Peppercan Support on April 5, 2012

in Contacts

You can set to each supplier different default currency in which they supply product to you.   Creating and editing contacts requires the following user privileges: – Minimal contacts rights OR – Regular contacts user OR – Contacts administrator Setting Supplier Currency You can set supplier currency either when creating new company or editing an […]

Create a Supplier Contact

by Peppercan Support on March 8, 2012

in Contacts

To take full advantage of the Peppercan stock and purchasing function, you would need to assign contacts with SUPPLIER contact type to be able to assign them to different products as suppliers and fill out purchase orders for them. "Supplier" has special effects on the system and saving a contact under supplier category makes it […]

Export Contacts with Their Post Address for Labels

by Peppercan Support on March 7, 2012

in Contacts

Learn how to use "Advanced search" to export contacts into a text file (CSV type) that will include the basic information of the contact, including first work and first home address. To use contact report requires the following user privilege: – Contacts administrator OR – Regular contacts user (Can only create export file for his […]

Can I Separate Renewable Products to Their Own Invoices?

February 13, 2012 Finance

By default Peppercan will combine all due renewal products into same invoice during a time period from different quotes. This means that if client is subscribing for example to two different magazines per month from two different sales events, they are invoiced by default on same invoice. This lesson shows how you can instead force […]

Read the full article here

Reassign companies and contacts using Advanced Search

February 3, 2012 Contacts

This lessons shows how to reassign contacts to new owners. This works both for people and companies. To reassign using advanced search requires the following user privilege: – Contacts administrator Open Advanced Search Go to Contacts –> Advanced Search or click Advanced Search under Browse. Select Account Manager for Reassignment To reassign people to a […]

Read the full article here

Assign New Contact Status or Relationship to Multiple Contacts in One Time

February 1, 2012 Contacts

This lessons shows how to assign a new contact status or relationship to multiple contacts in one time. This works both for people and companies. To assign using advanced search requires the following user privilege: – Contacts administrator OR – Regular contacts user Open Advanced Search Go to Contacts –> Advanced Search Select Contacts to […]

Read the full article here

How do I create recurring events?

January 11, 2012 Calendar

This lessons shows you how to create recurring event that can be scheduled to repeat weekly, monthly and so on. To invite people to an event and other features, see the full lesson here. Creating events requires the following user privileges: – Minimal contacts rights with contacts view rights to invite others than your own […]

Read the full article here

Tips and Problems in Importing Contacts and Creating Multiple Contacts at a Time

November 28, 2011 Contacts

This lesson collects together tips to create successful contact import files and also list of common problems with import. See here for lesson on importing contacts. User privilege required: – Regular contacts user Use Import file 1) Download the import template to your computer by clicking "Templates". Contact import will only work using a comma […]

Read the full article here

How I change the customer of an existing opportunity or quote?

September 21, 2011 Opportunities

In this lesson you will learn how to change the customer or related contact of an existing opportunity and quote. Note! You cannot change the customer or related contacts of an already closed opportunity or quote. Editing opportunities requires the following user privileges: – Regular sales user OR – Sales administrator Select an Opportunity or […]

Read the full article here

Add subscribers to my mailing list based on the tag, contact status or relationship

August 8, 2011 Mailing

This lesson shows how to add subscribers to your mailing list using the information recorded behind your contacts in Peppercan. You can use the Advanced Search function to add to an existing mailing list or create a new mailing list, based on the filtered search results in Advanced Search. Three useful grouping options for contacts […]

Read the full article here