Problem with Sage Link

[safemount]

Hi,

I hope somebody can help! I have never been on a Forum before but am pulling my hair out!

I have version 11 of Sage Line 50 and Actinic Business 8.
I have had numerous problems trying to use the "Link" software due to running Vista but have now sorted that out and have spoke to Support whom solved another error by simply reinstalling the software. I thought I was nearly there but have one last problem which I can't get around.
On the "transactions" tab in Sage Link I choose the PAYMENT METHOD, no problem, choose the TRANSACTION TYPE, fine, I then leave the DEFAULT CUSOTMER REF blank as I have asked in the next tab "customers" to create new customers for me. I then finish with the "tax codes" tab and "product ref trans" tab and click okay. I then get told that "payment method" "transaction type" and "default customer ref" fields are mandatory but the instructions tell me I DONT need to put anything in the "default ref" if I ask link to create the customers in sage for me!

Please help, I was 40 last week and am still coming to terms with it and am worrying I am now going down hill fast! Am I missing something obvious?

Thanks in advacne
Iain

[Bruce]

Hi,

If you take a look at the 'Getting Started with Actinic Link' guide, page 49 gives the following defination for the 'Default Customer Ref' field. "Enter the Ssage reference for the default (Generic) customer you want to assign all orders to from unknown (unregistered) customers. You may need to createa new customer for this purpose.

This customer account is usually called 'INTERNET'.

Kind regards,

[jayzy1]

If its any help, I just created a generic 'Internet Sales' account in sage, then use this account for all Actinic orders.

In actinic Link I just use this account as the 'default cust ref'

This way I don't have thousands of new accounts oset up for each customer who probably won't order again,
But the customer details are still imported on a per invoice basis, into that account.

this works just great for me. Hope that helps & I'm well over 40 lol