Exact Synergy Enterprise

InterConnect for Macola Macola ES Specific Fields Maintenance

Use the Macola ES Specific Fields Maintenance page to change information for a customer in Synergy Enterprise and the Exact Macola ES back office. You can change the following fields to update information in the back office:

• Payment Method
• Customer Type
• Salesperson
• Send Reminder
• Last Reminder Date
• Print Customer Statement
• Last Statement Date
• Last Sequence Number
• Taxable
• Exempt
• Tax Schedule
• Tax Code #1
• Tax Code #2
• Tax Code #3
• ID
• Location
• Credit Card
• Expiration Date
• Responsible
• Description
• Default Invoice Form
• UPS Zone
• Ship via
• Substitute Item
• Default Delivery Address
• Comment 1
• Comment 2

You can see these changes in Exact Macola ES on the Maintain Customers screen.

Note: If you enter a credit card number, it is encrypted like in Exact Macola ES. To change a credit card number, you must have function right 495. After entering a credit card number and clicking Save, only the last four numbers of the credit card number are shown. The preceding numbers are masked.

How to Change Back Office Fields from Synergy Enterprise

1. Navigate to a customer card.
2. In the Monitor section, click the (ES) Macola ES Fields link.

   

3. This opens the Macola ES Specific Fields Maintenance page.
4. Click the Edit button.

   

5. Make any necessary changes.
6. Click the Save button.

   

InterConnect for Macola Introduction and Document Index