Articles

“Restore Settings” for Acctivate Grids

In Acctivate, different windows contain grids for different fields and columns. These fields can often be resized and moved around the grid by users based on their preferences. Acctivate remembers these settings for each user. If desired, a user can

Posted in Business Activity, Business Alerts, Customer, Inventory, Launch Acctivate, Order Manager, Purchasing, Sales, Shipping

Customer Business Activities Tab Look For Feature

A new feature inside of 10.3 is the Look For feature in the Customer Window.  Users can now search for specific keywords or numbers in the Business Activities tab related to that customer. This will allow users to quickly search

Posted in Business Activity, Customer

Apply Existing Customer Credits At The Time Of Invoicing

Starting in Acctivate version 10.3, users are able to relate unapplied Credits/Payments to Invoices at the time of invoicing. If a Customer has an available Credit or unapplied Payment, it can be applied to the Invoice in the Invoice Order

Posted in Customer, Sales

Use “Move To” to attach an email to another document/window

Within in Acctivate, when sending an email, users have the option to determine where the record of the email should be initially attached. For example, suppose you are emailing an invoice to a customer, and would like the record of

Posted in Business Activity, Customer, Email

Configure Default Ship To Location

By default, the first Ship To Location ID is set to 1 in Configuration Management. If you’d like to change the default to be something else, you would do so in the Customer section of Configuration. Go to File >

Posted in Configuration, Customer

Credit Proof vs. Credit Memo

In business when a customer submits a request to return an incorrect or damaged product, navigate to Sales > Credit Memo  to open the credit window. If the customer will return the unwanted item, it may be necessary to provide

Posted in Customer, QuickBooks and Sync, Sales

Deleting Customers from Acctivate

You have old, inactive or duplicate customer records, now you want to delete them.  Acctivate does not allow users to delete customers once a record has been created.  While it may sound like a simple click of the mouse or

Posted in Customer, Database, Other Applications, QuickBooks and Sync

How to search through note fields

If a user needs to find a specific note that was entered, they can use the note search to find it. To do this, Right click on the notes section and click on FIND. This will generate a search box

Posted in Customer, Inventory, Other Applications

Migrating data from one Acctivate company file to another company file

For some users with multiple Acctivate Companies, there may come a time when you would like to migrate the data in one of the companies into the other. This can be due to a merger or a variety of other

Posted in Customer, Database
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